Liberty Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-143	Closed	-$10K	–	515
2021 Q3	$10K	Sell	143 -2	-1%	-$143	﹤0.01%	816
2021 Q2	$11K	Hold	145	–	–	﹤0.01%	632
2021 Q1	$9K	Hold	145	–	–	﹤0.01%	615
2020 Q4	$9K	Hold	145	–	–	﹤0.01%	610
2020 Q3	$7K	Hold	145	–	–	﹤0.01%	572
2020 Q2	$6K	Hold	145	–	–	﹤0.01%	575
2020 Q1	$5K	Hold	145	–	–	﹤0.01%	570
2019 Q4	$6K	Hold	145	–	–	﹤0.01%	637
2019 Q3	$6K	Hold	145	–	–	0.01%	607
2019 Q2	$7K	Hold	145	–	–	0.01%	593
2019 Q1	$6K	Hold	145	–	–	﹤0.01%	509
2018 Q4	$5K	Buy	+145	New	+$6.5K	﹤0.01%	546

Other funds holding FYC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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