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Gradient Investments’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Gradient Investments’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
2023
Q3 		– Sell
-211
Closed -$12.7K – 1846
2023
Q2 		$12.7K Buy
+211
New +$12.1K ﹤0.01% 772

Other funds holding FYC

First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Gradient Investments's FYC Position: Q3 2023 in Review

Gradient Investments sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2023, closing a stake of 211 shares — an estimated $12.7K sold.

Gradient Investments first reported a position in FYC in Q2 2023 and held it in 1 quarter. The position peaked at $12.7K in Q2 2023. 67 funds tracked by Wall St. Rank hold FYC as of Q3 2023.

  • Gradient Investments reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 211 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2023, an estimated $12.7K.
  • Gradient Investments first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
  • Gradient Investments's First Trust Small Cap Growth AlphaDEX Fund position peaked at $12.7K in Q2 2023.
  • 67 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.