Cetera Advisor Networks’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$1.15M	Sell	17,576 -8,130	-32%	-$509K	0.01%	1358
2023 Q4	$1.62M	Buy	25,706 +10,561	+70%	+$601K	0.01%	1077
2023 Q3	$854K	Buy	+15,145	New	+$910K	0.01%	1382
2020 Q3	–	Sell	-3,270	Closed	-$139K	–	1896
2020 Q2	$139K	Sell	3,270 -5,129	-61%	-$196K	﹤0.01%	1316
2020 Q1	$274K	Sell	8,399 -5,510	-40%	-$235K	0.01%	841
2019 Q4	$649K	Sell	13,909 -1,165	-8%	-$52.5K	0.02%	637
2019 Q3	$662K	Sell	15,074 -2,825	-16%	-$129K	0.02%	604
2019 Q2	$832K	Buy	17,899 +1,794	+11%	+$82.1K	0.03%	522
2019 Q1	$744K	Buy	16,105 +3,917	+32%	+$175K	0.02%	533
2018 Q4	$489K	Sell	12,188 -10,855	-47%	-$487K	0.02%	583
2018 Q3	$1.21M	Buy	23,043 +10,338	+81%	+$527K	0.04%	347
2018 Q2	$615K	Buy	12,705 +4,882	+62%	+$226K	0.03%	416
2018 Q1	$340K	Buy	7,823 +922	+13%	+$40K	0.02%	623
2017 Q4	$295K	Buy	+6,901	New	+$288K	0.01%	740

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Cetera Advisor Networks's FYC Position: Q1 2024 in Review

Cetera Advisor Networks reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 32% in Q1 2024, selling an estimated $509K and leaving 17,576 shares worth $1.15M. The position accounts for 0.01% of the portfolio, ranked #1358.

Cetera Advisor Networks first reported a position in FYC in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.62M in Q4 2023. 77 funds tracked by Wall St. Rank hold FYC as of Q1 2024.

Cetera Advisor Networks held 17,576 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.15M as of Q1 2024.
Cetera Advisor Networks sold 8,130 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $509K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1358 holding.
Cetera Advisor Networks first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and has held it in 14 quarters since.
Cetera Advisor Networks's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.62M in Q4 2023.
77 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.