FCAG
DYLS

First Capital Advisors Group’s WisdomTree Dynamic Long/Short U.S. Equity Fund DYLS Stock Holding History

First Capital Advisors Group’s Portfolio DYLS Stock Details DYLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,113
Closed -$336K – 167
2017
Q2 		$336K Buy
+11,113
New +$328K 0.23% 111

Other funds holding DYLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
AMG Funds Stamford, Connecticut $20M AUM 3.75% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

First Capital Advisors Group's DYLS Position: Q3 2017 in Review

First Capital Advisors Group sold out of WisdomTree Dynamic Long/Short U.S. Equity Fund (DYLS) in Q3 2017, closing a stake of 11,113 shares — an estimated $336K sold.

First Capital Advisors Group first reported a position in DYLS in Q2 2017 and held it in 1 quarter. The position peaked at $336K in Q2 2017. 10 funds tracked by Wall St. Rank hold DYLS as of Q3 2017.

  • First Capital Advisors Group reported no remaining WisdomTree Dynamic Long/Short U.S. Equity Fund position as of Q3 2017 after selling out during the quarter.
  • First Capital Advisors Group sold 11,113 WisdomTree Dynamic Long/Short U.S. Equity Fund shares in Q3 2017, an estimated $336K.
  • First Capital Advisors Group first reported a position in WisdomTree Dynamic Long/Short U.S. Equity Fund in Q2 2017 and held it in 1 quarter.
  • First Capital Advisors Group's WisdomTree Dynamic Long/Short U.S. Equity Fund position peaked at $336K in Q2 2017.
  • 10 funds tracked by Wall St. Rank held WisdomTree Dynamic Long/Short U.S. Equity Fund as of Q3 2017.

Based on First Capital Advisors Group's 13F filing for Q3 2017, filed 31 Oct 2017.