AAS
FYC icon

Avantax Advisory Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-8,148
Closed -$459K – 1614
2023
Q3 		$459K Buy
8,148
+906
+13% +$54.4K 0.01% 983
2023
Q2 		$436K Sell
7,242
-2,362
-25% -$136K 0.01% 1000
2023
Q1 		$556K Buy
9,604
+1,389
+17% +$81.3K 0.01% 874
2022
Q4 		$454K Buy
8,215
+2,500
+44% +$143K 0.01% 910
2022
Q3 		$308K Buy
5,715
+959
+20% +$56.4K ﹤0.01% 993
2022
Q2 		$258K Buy
4,756
+1,671
+54% +$99.7K ﹤0.01% 1081
2022
Q1 		$210K Buy
+3,085
New +$207K ﹤0.01% 1174
2020
Q2 		– Sell
-17,368
Closed -$566K – 868
2020
Q1 		$566K Sell
17,368
-7,524
-30% -$321K 0.02% 415
2019
Q4 		$1.16M Buy
24,892
+5,480
+28% +$247K 0.03% 304
2019
Q3 		$855K Buy
+19,412
New +$883K 0.03% 235

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JAWM
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RJFSA
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Bank of America
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Royal Bank of Canada
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IA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return