CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

CAPTRUST Financial 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
2018
Q3 		– Sell
-239
Closed -$12K – 1626
2018
Q2 		$12K Buy
+239
New +$11.1K ﹤0.01% 1112

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAPTRUST Financial Advisors's FYC Position: Q3 2018 in Review

CAPTRUST Financial Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2018, closing a stake of 239 shares — an estimated $12K sold.

CAPTRUST Financial Advisors first reported a position in FYC in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 70 funds tracked by Wall St. Rank hold FYC as of Q3 2018.

  • CAPTRUST Financial Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 239 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2018, an estimated $12K.
  • CAPTRUST Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $12K in Q2 2018.
  • 70 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.