Sowell Financial Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Sowell Financial Services’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
2021 Q2	–	Sell	-101	Closed	-$7K	–	1352
2021 Q1	$7K	Buy	101 +82	+432%	+$5.77K	﹤0.01%	2457
2020 Q4	$1K	Hold	19	–	–	﹤0.01%	2570
2020 Q3	$1K	Hold	19	–	–	﹤0.01%	2366
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	2298
2020 Q1	$1K	Buy	19 +1	+6%	+$43	﹤0.01%	2240
2019 Q4	$1K	Sell	18 -864	-98%	-$38.9K	﹤0.01%	2341
2019 Q3	$39K	Buy	+882	New	+$40.1K	﹤0.01%	1075
2019 Q1	$3.14M	Sell	68,055 -123	-0.2%	-$5.5K	0.35%	64
2018 Q4	$2.73M	Buy	+68,178	New	+$3.06M	0.39%	57

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

JAWM

J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJA

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

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

RJFSA

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

Sowell Financial Services's FYC Position: Q2 2021 in Review

Sowell Financial Services sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2021, closing a stake of 101 shares — an estimated $7K sold.

Sowell Financial Services first reported a position in FYC in Q4 2018 and held it in 9 quarters. The position peaked at $3.14M in Q1 2019. 83 funds tracked by Wall St. Rank hold FYC as of Q2 2021.

Sowell Financial Services reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 101 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $7K.
Sowell Financial Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2018 and held it in 9 quarters.
Sowell Financial Services's First Trust Small Cap Growth AlphaDEX Fund position peaked at $3.14M in Q1 2019.
83 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.