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Laurel Wealth Advisors (North Carolina)’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2020
Q1 		– Sell
-93
Closed -$4K – 532
2019
Q4 		$4K Buy
+93
New +$4.19K ﹤0.01% 455

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s FYC Position: Q1 2020 in Review

Laurel Wealth Advisors (North Carolina) sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2020, closing a stake of 93 shares — an estimated $4K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in FYC in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 60 funds tracked by Wall St. Rank hold FYC as of Q1 2020.

  • Laurel Wealth Advisors (North Carolina) reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 93 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $4K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s First Trust Small Cap Growth AlphaDEX Fund position peaked at $4K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2020.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2020, filed 30 Apr 2020.