American Portfolios Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

American Portfolios 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
2022 Q3	$683K	Sell	12,671 -2,125	-14%	-$125K	0.03%	542
2022 Q2	$801K	Sell	14,796 -14,100	-49%	-$841K	0.03%	493
2022 Q1	$1.97M	Sell	28,896 -5,531	-16%	-$371K	0.07%	281
2021 Q4	$2.57M	Buy	34,427 +14,226	+70%	+$1.07M	0.09%	237
2021 Q3	$1.45M	Buy	20,201 +15,705	+349%	+$1.12M	0.05%	336
2021 Q2	$329K	Buy	4,496 +332	+8%	+$23.5K	0.01%	912
2021 Q1	$290K	Buy	4,164 +2,187	+111%	+$154K	0.01%	879
2020 Q4	$122K	Sell	1,977 -151	-7%	-$8.21K	0.01%	1071
2020 Q3	$101K	Hold	2,128	–	–	0.01%	1051
2020 Q2	$90.3K	Sell	2,128 -294	-12%	-$11.2K	0.01%	1033
2020 Q1	$79K	Hold	2,422	–	–	0.01%	968
2019 Q4	$113K	Sell	2,422 -172	-7%	-$7.75K	0.01%	987
2019 Q3	$114K	Sell	2,594 -70	-3%	-$3.19K	0.01%	949
2019 Q2	$124K	Sell	2,664 -40	-1%	-$1.83K	0.01%	896
2019 Q1	$125K	Sell	2,704 -2,378	-47%	-$106K	0.01%	797
2018 Q4	$204K	Sell	5,082 -1,358	-21%	-$60.9K	0.03%	507
2018 Q3	$337K	Buy	6,440 +6,207	+2,664%	+$316K	0.04%	428
2018 Q2	$11.3K	Buy	233 +62	+36%	+$2.88K	﹤0.01%	1681
2018 Q1	$7.42K	Buy	171 +71	+71%	+$3.08K	﹤0.01%	1734
2017 Q4	$4.25K	Buy	+100	New	+$4.18K	﹤0.01%	1893

Other funds holding FYC

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JAWM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RJFSA

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

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's FYC Position: Q3 2022 in Review

American Portfolios Advisors reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 14% in Q3 2022, selling an estimated $125K and leaving 12,671 shares worth $683K. The position accounts for 0.03% of the portfolio, ranked #542.

American Portfolios Advisors first reported a position in FYC in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.57M in Q4 2021. 72 funds tracked by Wall St. Rank hold FYC as of Q3 2022.

American Portfolios Advisors held 12,671 shares of First Trust Small Cap Growth AlphaDEX Fund worth $683K as of Q3 2022.
American Portfolios Advisors sold 2,125 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $125K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #542 holding.
American Portfolios Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.57M in Q4 2021.
72 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.