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

Professional 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
2022 Q1	–	Sell	-3,971	Closed	-$296K	–	485
2021 Q4	$296K	Sell	3,971 -44	-1%	-$3.3K	0.13%	83
2021 Q3	$287K	Sell	4,015 -47	-1%	-$3.36K	0.16%	73
2021 Q2	$298K	Buy	+4,062	New	+$287K	0.16%	75

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Professional Financial Advisors's FYC Position: Q1 2022 in Review

Professional Financial Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2022, closing a stake of 3,971 shares — an estimated $296K sold.

Professional Financial Advisors first reported a position in FYC in Q2 2021 and held it in 3 quarters. The position peaked at $298K in Q2 2021. 82 funds tracked by Wall St. Rank hold FYC as of Q1 2022.

Professional Financial Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Professional Financial Advisors sold 3,971 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2022, an estimated $296K.
Professional Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2021 and held it in 3 quarters.
Professional Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $298K in Q2 2021.
82 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.