Cornerstone Advisory’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Cornerstone Advisory’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
2022 Q1	–	Sell	-376	Closed	-$28K	–	413
2021 Q4	$28K	Buy	+376	New	+$28.2K	﹤0.01%	488

Other funds holding FYC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Advisory's FYC Position: Q1 2022 in Review

Cornerstone Advisory sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2022, closing a stake of 376 shares — an estimated $28K sold.

Cornerstone Advisory first reported a position in FYC in Q4 2021 and held it in 1 quarter. The position peaked at $28K in Q4 2021. 82 funds tracked by Wall St. Rank hold FYC as of Q1 2022.

Cornerstone Advisory reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 376 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $28K.
Cornerstone Advisory first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's First Trust Small Cap Growth AlphaDEX Fund position peaked at $28K in Q4 2021.
82 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.