Koshinski Asset Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Koshinski Asset Management’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
2022 Q2	–	Sell	-2,070	Closed	-$141K	–	1115
2022 Q1	$141K	Hold	2,070	–	–	0.01%	711
2021 Q4	$154K	Hold	2,070	–	–	0.01%	708
2021 Q3	$148K	Buy	+2,070	New	+$148K	0.01%	710
2019 Q3	–	Sell	-8,147	Closed	-$379K	–	198
2019 Q2	$379K	Buy	+8,147	New	+$373K	0.15%	178
2018 Q4	–	Sell	-4,475	Closed	-$234K	–	448
2018 Q3	$234K	Buy	+4,475	New	+$228K	0.03%	477

Other funds holding FYC

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Koshinski Asset Management's FYC Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2022, closing a stake of 2,070 shares — an estimated $141K sold.

Koshinski Asset Management first reported a position in FYC in Q3 2018 and held it in 5 quarters. The position peaked at $379K in Q2 2019. 70 funds tracked by Wall St. Rank hold FYC as of Q2 2022.

Koshinski Asset Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 2,070 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $141K.
Koshinski Asset Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2018 and held it in 5 quarters.
Koshinski Asset Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $379K in Q2 2019.
70 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.