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

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

Other funds holding FYC

Avantax Advisory Services's FYC Position: Q4 2023 in Review

Avantax Advisory Services sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2023, closing a stake of 8,148 shares — an estimated $459K sold.

Avantax Advisory Services first reported a position in FYC in Q3 2019 and held it in 10 quarters. The position peaked at $1.16M in Q4 2019. 77 funds tracked by Wall St. Rank hold FYC as of Q4 2023.

  • Avantax Advisory Services reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 8,148 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2023, an estimated $459K.
  • Avantax Advisory Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2019 and held it in 10 quarters.
  • Avantax Advisory Services's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.16M in Q4 2019.
  • 77 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.