Sterling Manor Financial’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Sterling Manor Financial’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	-29,555	Closed	-$2.06M	–	93
2021 Q1	$2.06M	Sell	29,555 -7,914	-21%	-$557K	1.83%	24
2020 Q4	$2.31M	Buy	+37,469	New	+$2.04M	2.14%	17

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

Sterling Manor Financial's FYC Position: Q2 2021 in Review

Sterling Manor Financial sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2021, closing a stake of 29,555 shares — an estimated $2.06M sold.

Sterling Manor Financial first reported a position in FYC in Q4 2020 and held it in 2 quarters. The position peaked at $2.31M in Q4 2020. 83 funds tracked by Wall St. Rank hold FYC as of Q2 2021.

Sterling Manor Financial reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Sterling Manor Financial sold 29,555 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $2.06M.
Sterling Manor Financial first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2020 and held it in 2 quarters.
Sterling Manor Financial's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.31M in Q4 2020.
83 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2021.

Based on Sterling Manor Financial's 13F filing for Q2 2021, filed 16 Jul 2021.