Money Concepts Capital’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-4,355	Closed	-$241K	–	1420
2022 Q4	$241K	Buy	+4,355	New	+$248K	0.01%	614
2022 Q2	–	Sell	-5,872	Closed	-$401K	–	1888
2022 Q1	$401K	Buy	+5,872	New	+$394K	0.02%	498
2021 Q1	$7K	Buy	+100	New	+$7.04K	﹤0.01%	660

Other funds holding FYC

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

RJFSA

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

RJA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Money Concepts Capital's FYC Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2023, closing a stake of 4,355 shares — an estimated $241K sold.

Money Concepts Capital first reported a position in FYC in Q1 2021 and held it in 3 quarters. The position peaked at $401K in Q1 2022. 72 funds tracked by Wall St. Rank hold FYC as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 4,355 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2023, an estimated $241K.
Money Concepts Capital first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
Money Concepts Capital's First Trust Small Cap Growth AlphaDEX Fund position peaked at $401K in Q1 2022.
72 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.