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Heritage Oak Wealth Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Heritage Oak Wealth Advisors’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
Q4 		– Sell
-95,843
Closed -$7.13M – 105
2024
Q3 		$7.13M Buy
+95,843
New +$6.72M 3.28% 5

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Heritage Oak Wealth Advisors's FYC Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2024, closing a stake of 95,843 shares — an estimated $7.13M sold.

Heritage Oak Wealth Advisors first reported a position in FYC in Q3 2024 and held it in 1 quarter. The position peaked at $7.13M in Q3 2024. 109 funds tracked by Wall St. Rank hold FYC as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 95,843 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $7.13M.
  • Heritage Oak Wealth Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $7.13M in Q3 2024.
  • 109 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.