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Old Mission Capital’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Old Mission 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
2021
Q3 		– Sell
-34,506
Closed -$2.53M – 1077
2021
Q2 		$2.53M Buy
34,506
+15,317
+80% +$1.08M 0.09% 202
2021
Q1 		$1.34M Buy
+19,189
New +$1.35M 0.07% 291

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Old Mission Capital's FYC Position: Q3 2021 in Review

Old Mission Capital sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2021, closing a stake of 34,506 shares — an estimated $2.53M sold.

Old Mission Capital first reported a position in FYC in Q1 2021 and held it in 2 quarters. The position peaked at $2.53M in Q2 2021. 78 funds tracked by Wall St. Rank hold FYC as of Q3 2021.

  • Old Mission Capital reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Old Mission Capital sold 34,506 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $2.53M.
  • Old Mission Capital first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and held it in 2 quarters.
  • Old Mission Capital's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.53M in Q2 2021.
  • 78 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2021.

Based on Old Mission Capital's 13F filing for Q3 2021, filed 12 Nov 2021.