SFPG
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Stonebridge Financial Planning Group’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Stonebridge Financial Planning Group’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
Q1 		– Sell
-1,430
Closed -$91K – 211
2021
Q4 		$91K Hold
1,430
– – 0.05% 169
2021
Q3 		$113K Sell
1,430
-350
-20% -$25K 0.06% 152
2021
Q2 		$129K Buy
1,780
+300
+20% +$21.2K 0.07% 140
2021
Q1 		$104K Buy
1,480
+680
+85% +$47.9K 0.06% 157
2020
Q4 		$49K Sell
800
-250
-24% -$13.6K 0.03% 198
2020
Q3 		$54K Sell
1,050
-792
-43% -$36.2K 0.04% 175
2020
Q2 		$79K Sell
1,842
-863
-32% -$32.9K 0.07% 148
2020
Q1 		$91K Sell
2,705
-1,100
-29% -$46.9K 0.09% 131
2019
Q4 		$178K Buy
+3,805
New +$171K 0.16% 97

Other funds holding FYC

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
CAG
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return