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Farmers & Merchants Investments Inc’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Farmers & Merchants Investments Inc’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
Q2 		– Sell
-76
Closed -$4.99K – 1791
2024
Q1 		$4.99K Hold
76
– – ﹤0.01% 754
2023
Q4 		$4.78K Buy
+76
New +$4.32K ﹤0.01% 766

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
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 $7.33B AUM 16.07% 1-Year Est. Return

Farmers & Merchants Investments Inc's FYC Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2024, closing a stake of 76 shares — an estimated $4.99K sold.

Farmers & Merchants Investments Inc first reported a position in FYC in Q4 2023 and held it in 2 quarters. The position peaked at $4.99K in Q1 2024. 78 funds tracked by Wall St. Rank hold FYC as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 76 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2024, an estimated $4.99K.
  • Farmers & Merchants Investments Inc first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's First Trust Small Cap Growth AlphaDEX Fund position peaked at $4.99K in Q1 2024.
  • 78 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.