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 $445B AUM 25.58% 1-Year Est. Return

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

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

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

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

RJA

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

BFEC

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJFSA

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

Liberty Wealth Management's FYC Position: Q4 2021 in Review

Liberty Wealth Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2021, closing a stake of 143 shares — an estimated $10K sold.

Liberty Wealth Management first reported a position in FYC in Q4 2018 and held it in 12 quarters. The position peaked at $11K in Q2 2021. 94 funds tracked by Wall St. Rank hold FYC as of Q4 2021.

Liberty Wealth Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 143 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2021, an estimated $10K.
Liberty Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $11K in Q2 2021.
94 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.