LVZ Inc’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

LVZ Inc’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
2018 Q4	–	Sell	-8,719	Closed	-$420K	–	77
2018 Q3	$420K	Buy	+8,719	New	+$444K	0.11%	49

Other funds holding FYC

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

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

RJA

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $38.8B AUM 21.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

LVZ Inc's FYC Position: Q4 2018 in Review

LVZ Inc sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2018, closing a stake of 8,719 shares — an estimated $420K sold.

LVZ Inc first reported a position in FYC in Q3 2018 and held it in 1 quarter. The position peaked at $420K in Q3 2018. 70 funds tracked by Wall St. Rank hold FYC as of Q4 2018.

LVZ Inc reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
LVZ Inc sold 8,719 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2018, an estimated $420K.
LVZ Inc first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
LVZ Inc's First Trust Small Cap Growth AlphaDEX Fund position peaked at $420K in Q3 2018.
70 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2018.

Based on LVZ Inc's 13F filing for Q4 2018, filed 18 Jan 2019.