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

PSI 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
2025 Q1	–	Sell	-309	Closed	-$23.9K	–	822
2024 Q4	$23.9K	Hold	309	–	–	0.01%	393
2024 Q3	$22.9K	Buy	309 +2	+0.7%	+$140	0.01%	402
2024 Q2	$20.2K	Buy	307 +1	+0.3%	+$65	0.01%	405
2024 Q1	$20.1K	Hold	306	–	–	0.01%	397
2023 Q4	$19.2K	Buy	306 +30	+11%	+$1.71K	0.01%	423
2023 Q3	$15.5K	Buy	276 +101	+58%	+$6.07K	0.01%	429
2023 Q2	$10.5K	Buy	+175	New	+$10.1K	﹤0.01%	482

Other funds holding FYC

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

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

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

PSI Advisors's FYC Position: Q1 2025 in Review

PSI Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2025, closing a stake of 309 shares — an estimated $23.9K sold.

PSI Advisors first reported a position in FYC in Q2 2023 and held it in 7 quarters. The position peaked at $23.9K in Q4 2024. 106 funds tracked by Wall St. Rank hold FYC as of Q1 2025.

PSI Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 309 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $23.9K.
PSI Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2023 and held it in 7 quarters.
PSI Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $23.9K in Q4 2024.
106 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.