Southland Equity Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Southland Equity Partners’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 Q2	–	Sell	-3,111	Closed	-$213K	–	170
2022 Q1	$213K	Sell	3,111 -70	-2%	-$4.7K	0.09%	165
2021 Q4	$237K	Hold	3,181	–	–	0.1%	152
2021 Q3	$228K	Hold	3,181	–	–	0.1%	150
2021 Q2	$233K	Sell	3,181 -55	-2%	-$3.89K	0.11%	142
2021 Q1	$225K	Buy	+3,236	New	+$228K	0.13%	135

Other funds holding FYC

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

Bank of America

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

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

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

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return