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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

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First Trust Advisors
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Raymond James Financial
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
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NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return