Moloney Securities Asset Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Moloney Securities Asset 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 Q2	–	Sell	-6,861	Closed	-$478K	–	438
2021 Q1	$478K	Buy	+6,861	New	+$483K	0.09%	236

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

BFEC

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

RJA

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

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

RJFSA

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

Moloney Securities Asset Management's FYC Position: Q2 2021 in Review

Moloney Securities Asset Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2021, closing a stake of 6,861 shares — an estimated $478K sold.

Moloney Securities Asset Management first reported a position in FYC in Q1 2021 and held it in 1 quarter. The position peaked at $478K in Q1 2021. 83 funds tracked by Wall St. Rank hold FYC as of Q2 2021.

Moloney Securities Asset Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Moloney Securities Asset Management sold 6,861 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $478K.
Moloney Securities Asset Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and held it in 1 quarter.
Moloney Securities Asset Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $478K in Q1 2021.
83 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Moloney Securities Asset Management's 13F filing for Q2 2021, filed 26 Jul 2021.