HBW Advisory Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

HBW Advisory Services’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
2019 Q4	–	Sell	-10,251	Closed	-$437K	–	142
2019 Q3	$437K	Buy	+10,251	New	+$466K	0.42%	54

Other funds holding FYC

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

HBW Advisory Services's FYC Position: Q4 2019 in Review

HBW Advisory Services sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2019, closing a stake of 10,251 shares — an estimated $437K sold.

HBW Advisory Services first reported a position in FYC in Q3 2019 and held it in 1 quarter. The position peaked at $437K in Q3 2019. 68 funds tracked by Wall St. Rank hold FYC as of Q4 2019.

HBW Advisory Services reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
HBW Advisory Services sold 10,251 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2019, an estimated $437K.
HBW Advisory Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
HBW Advisory Services's First Trust Small Cap Growth AlphaDEX Fund position peaked at $437K in Q3 2019.
68 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2019.

Based on HBW Advisory Services's 13F filing for Q4 2019, filed 16 Jan 2020.