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Legacy Financial Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-850
Closed -$39K – 411
2019
Q1 		$39K Hold
850
– – 0.01% 316
2018
Q4 		$34K Hold
850
– – 0.01% 307
2018
Q3 		$44K Hold
850
– – 0.02% 269
2018
Q2 		$43K Hold
850
– – 0.02% 267
2018
Q1 		$37K Hold
850
– – 0.01% 280
2017
Q4 		$36K Buy
+850
New +$35.5K 0.01% 286

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return