AIP
FYC icon

Ahrens Investment Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Ahrens Investment Partners’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
2023
Q1 		$10.9K Buy
+188
New +$11K 0.01% 605
2022
Q3 		– Sell
-188
Closed -$10K – 447
2022
Q2 		$10K Hold
188
– – ﹤0.01% 642
2022
Q1 		$13K Sell
188
-75
-29% -$5.03K ﹤0.01% 675
2021
Q4 		$20K Buy
+263
New +$19.7K 0.01% 579

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ahrens Investment Partners's FYC Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2023: 188 shares worth $10.9K. The stake represents 0.01% of the portfolio and ranks #605 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in FYC as recently as Q2 2022.

Ahrens Investment Partners first reported a position in FYC in Q4 2021 and has held it in 4 quarters since. The position peaked at $20K in Q4 2021. 72 funds tracked by Wall St. Rank hold FYC as of Q1 2023.

  • Ahrens Investment Partners held 188 shares of First Trust Small Cap Growth AlphaDEX Fund worth $10.9K as of Q1 2023.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Ahrens Investment Partners position in Q1 2023.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #605 holding.
  • Ahrens Investment Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $20K in Q4 2021.
  • 72 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.