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

Chesapeake 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
2024 Q1	–	Sell	-827	Closed	-$52K	–	359
2023 Q4	$52K	Hold	827	–	–	0.05%	135
2023 Q3	$46.6K	Hold	827	–	–	0.05%	151
2023 Q2	$49.8K	Hold	827	–	–	0.04%	146
2023 Q1	$47.8K	Buy	+827	New	+$48.4K	0.04%	145

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

Chesapeake Asset Management's FYC Position: Q1 2024 in Review

Chesapeake Asset Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2024, closing a stake of 827 shares — an estimated $52K sold.

Chesapeake Asset Management first reported a position in FYC in Q1 2023 and held it in 4 quarters. The position peaked at $52K in Q4 2023. 77 funds tracked by Wall St. Rank hold FYC as of Q1 2024.

Chesapeake Asset Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Chesapeake Asset Management sold 827 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $52K.
Chesapeake Asset Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2023 and held it in 4 quarters.
Chesapeake Asset Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $52K in Q4 2023.
77 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2024.

Based on Chesapeake Asset Management's 13F filing for Q1 2024, filed 5 Jan 2026.