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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RJA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BCM

Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return

Legacy Financial Advisors's FYC Position: Q2 2019 in Review

Legacy Financial Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2019, closing a stake of 850 shares — an estimated $39K sold.

Legacy Financial Advisors first reported a position in FYC in Q4 2017 and held it in 6 quarters. The position peaked at $44K in Q3 2018. 62 funds tracked by Wall St. Rank hold FYC as of Q2 2019.

Legacy Financial Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 850 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2019, an estimated $39K.
Legacy Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $44K in Q3 2018.
62 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.