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Baker Avenue Asset Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Baker Avenue Asset Management’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 		– Sell
-3,062
Closed -$169K – 1674
2022
Q4 		$169K Buy
+3,062
New +$175K 0.01% 341

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Morgan Stanley
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Bank of America
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Wells Fargo
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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

Baker Avenue Asset Management's FYC Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2023, closing a stake of 3,062 shares — an estimated $169K sold.

Baker Avenue Asset Management first reported a position in FYC in Q4 2022 and held it in 1 quarter. The position peaked at $169K in Q4 2022. 72 funds tracked by Wall St. Rank hold FYC as of Q1 2023.

  • Baker Avenue Asset Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 3,062 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2023, an estimated $169K.
  • Baker Avenue Asset Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2022 and held it in 1 quarter.
  • Baker Avenue Asset Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $169K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.