OPS
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Orion Portfolio Solutions’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-100
Closed -$4K – 1030
2020
Q2 		$4K Hold
100
– – ﹤0.01% 1548
2020
Q1 		$3K Buy
+100
New +$4.26K ﹤0.01% 1454

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LWS
Lucia Wealth Services San Diego, California $426M AUM 19.43% 1-Year Est. Return

Orion Portfolio Solutions's FYC Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Orion Portfolio Solutions first reported a position in FYC in Q1 2020 and held it in 2 quarters. The position peaked at $4K in Q2 2020. 57 funds tracked by Wall St. Rank hold FYC as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 100 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2020, an estimated $4K.
  • Orion Portfolio Solutions first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's First Trust Small Cap Growth AlphaDEX Fund position peaked at $4K in Q2 2020.
  • 57 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.