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

Realta Investment 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
2020 Q1	–	Sell	-380	Closed	-$18K	–	712
2019 Q4	$18K	Hold	380	–	–	﹤0.01%	962
2019 Q3	$17K	Hold	380	–	–	﹤0.01%	965
2019 Q2	$18K	Hold	380	–	–	0.01%	962
2019 Q1	$18K	Buy	+380	New	+$17K	0.01%	778

Other funds holding FYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's FYC Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2020, closing a stake of 380 shares — an estimated $18K sold.

Realta Investment Advisors first reported a position in FYC in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q4 2019. 60 funds tracked by Wall St. Rank hold FYC as of Q1 2020.

Realta Investment Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 380 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2020, an estimated $18K.
Realta Investment Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
Realta Investment Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $18K in Q4 2019.
60 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.