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

Plante Moran 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
2019
Q3 		– Sell
-195
Closed -$9K – 871
2019
Q2 		$9K Buy
+195
New +$8.92K ﹤0.01% 578

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BCM
Breiter Capital Management Bradenton, Florida $202M AUM 21.36% 1-Year Est. Return

Plante Moran Financial Advisors's FYC Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2019, closing a stake of 195 shares — an estimated $9K sold.

Plante Moran Financial Advisors first reported a position in FYC in Q2 2019 and held it in 1 quarter. The position peaked at $9K in Q2 2019. 64 funds tracked by Wall St. Rank hold FYC as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 195 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2019, an estimated $9K.
  • Plante Moran Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $9K in Q2 2019.
  • 64 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.