QWM
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QP Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

QP Wealth Management’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
Q1 		– Sell
-5,272
Closed -$248K – 76
2019
Q4 		$248K Buy
+5,272
New +$238K 0.3% 73

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

QP Wealth Management's FYC Position: Q1 2020 in Review

QP Wealth Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2020, closing a stake of 5,272 shares — an estimated $248K sold.

QP Wealth Management first reported a position in FYC in Q4 2019 and held it in 1 quarter. The position peaked at $248K in Q4 2019. 60 funds tracked by Wall St. Rank hold FYC as of Q1 2020.

  • QP Wealth Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • QP Wealth Management sold 5,272 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $248K.
  • QP Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • QP Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $248K in Q4 2019.
  • 60 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2020.

Based on QP Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.