DB Wealth Management Group’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

DB Wealth Management Group’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	-387	Closed	-$29K	–	338
2021 Q4	$29K	Buy	387 +2	+0.5%	+$150	0.02%	207
2021 Q3	$28K	Hold	385	–	–	0.02%	204
2021 Q2	$28K	Hold	385	–	–	0.02%	202
2021 Q1	$27K	Hold	385	–	–	0.02%	207
2020 Q4	$24K	Buy	+385	New	+$20.9K	0.02%	208

Other funds holding FYC

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

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

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 $786B AUM 40.34% 1-Year Est. Return

DB Wealth Management Group's FYC Position: Q1 2022 in Review

DB Wealth Management Group sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2022, closing a stake of 387 shares — an estimated $29K sold.

DB Wealth Management Group first reported a position in FYC in Q4 2020 and held it in 5 quarters. The position peaked at $29K in Q4 2021. 82 funds tracked by Wall St. Rank hold FYC as of Q1 2022.

DB Wealth Management Group reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
DB Wealth Management Group sold 387 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $29K.
DB Wealth Management Group first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2020 and held it in 5 quarters.
DB Wealth Management Group's First Trust Small Cap Growth AlphaDEX Fund position peaked at $29K in Q4 2021.
82 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2022.

Based on DB Wealth Management Group's 13F filing for Q1 2022, filed 12 May 2022.