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Brookstone Capital Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Brookstone Capital 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
2015
Q3 		– Sell
-530,395
Closed -$16.9M – 2024
2015
Q2 		$16.9M Buy
+530,395
New +$16.6M 2.12% 10

Other funds holding FYC

TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Brookstone Capital Management's FYC Position: Q3 2015 in Review

Brookstone Capital Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2015, closing a stake of 530,395 shares — an estimated $16.9M sold.

Brookstone Capital Management first reported a position in FYC in Q2 2015 and held it in 1 quarter. The position peaked at $16.9M in Q2 2015. 25 funds tracked by Wall St. Rank hold FYC as of Q3 2015.

  • Brookstone Capital Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 530,395 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2015, an estimated $16.9M.
  • Brookstone Capital Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2015 and held it in 1 quarter.
  • Brookstone Capital Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $16.9M in Q2 2015.
  • 25 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2015.

Based on Brookstone Capital Management's 13F filing for Q3 2015, filed 28 Oct 2015.