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Eudaimonia Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Eudaimonia Partners’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
2021
Q2 		– Sell
-12
Closed -$1K – 734
2021
Q1 		$1K Buy
+12
New +$845 ﹤0.01% 1547

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Eudaimonia Partners's FYC Position: Q2 2021 in Review

Eudaimonia Partners sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2021, closing a stake of 12 shares — an estimated $1K sold.

Eudaimonia Partners first reported a position in FYC in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 83 funds tracked by Wall St. Rank hold FYC as of Q2 2021.

  • Eudaimonia Partners reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 12 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $1K.
  • Eudaimonia Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
  • Eudaimonia Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1K in Q1 2021.
  • 83 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.