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Advisornet Financial’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Advisornet Financial’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
2018
Q1 		– Sell
-1,080
Closed -$46K – 1422
2017
Q4 		$46K Buy
+1,080
New +$45.1K 0.01% 674

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Advisornet Financial's FYC Position: Q1 2018 in Review

Advisornet Financial sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2018, closing a stake of 1,080 shares — an estimated $46K sold.

Advisornet Financial first reported a position in FYC in Q4 2017 and held it in 1 quarter. The position peaked at $46K in Q4 2017. 50 funds tracked by Wall St. Rank hold FYC as of Q1 2018.

  • Advisornet Financial reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Advisornet Financial sold 1,080 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $46K.
  • Advisornet Financial first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Advisornet Financial's First Trust Small Cap Growth AlphaDEX Fund position peaked at $46K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2018.

Based on Advisornet Financial's 13F filing for Q1 2018, filed 8 May 2018.