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Northwest Financial Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-243
Closed -$18.1K – 261
2024
Q3 		$18.1K Buy
+243
New +$17K 0.01% 329
2024
Q1 		– Sell
-241
Closed -$15.2K – 242
2023
Q4 		$15.2K Buy
+241
New +$13.7K 0.01% 337

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $288M AUM 31.14% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwest Financial Advisors's FYC Position: Q4 2024 in Review

Northwest Financial Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2024, closing a stake of 243 shares — an estimated $18.1K sold.

Northwest Financial Advisors first reported a position in FYC in Q4 2023 and held it in 2 quarters. The position peaked at $18.1K in Q3 2024. 109 funds tracked by Wall St. Rank hold FYC as of Q4 2024.

  • Northwest Financial Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 243 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2024, an estimated $18.1K.
  • Northwest Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $18.1K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.