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National Planning Corporation’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-750
Closed -$21.8K – 1175
2014
Q4 		$21.8K Buy
+750
New +$21.5K ﹤0.01% 1677

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

National Planning Corporation's FYC Position: Q1 2015 in Review

National Planning Corporation sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2015, closing a stake of 750 shares — an estimated $21.8K sold.

National Planning Corporation first reported a position in FYC in Q4 2014 and held it in 1 quarter. The position peaked at $21.8K in Q4 2014. 26 funds tracked by Wall St. Rank hold FYC as of Q1 2015.

  • National Planning Corporation reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 750 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2015, an estimated $21.8K.
  • National Planning Corporation first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's First Trust Small Cap Growth AlphaDEX Fund position peaked at $21.8K in Q4 2014.
  • 26 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.