1834 Investment Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

1834 Investment Advisors’s Portfolio FYC Stock Details FYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-350	Closed	-$26K	–	496
2021 Q2	$26K	Buy	+350	New	+$24.8K	﹤0.01%	330

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

1834 Investment Advisors's FYC Position: Q3 2021 in Review

1834 Investment Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2021, closing a stake of 350 shares — an estimated $26K sold.

1834 Investment Advisors first reported a position in FYC in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 78 funds tracked by Wall St. Rank hold FYC as of Q3 2021.

1834 Investment Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
1834 Investment Advisors sold 350 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $26K.
1834 Investment Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
1834 Investment Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $26K in Q2 2021.
78 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2021.

Based on 1834 Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.