SB
FYC icon

Strategic Blueprint’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Strategic Blueprint’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
Q3 		– Sell
-190
Closed -$14K – 734
2021
Q2 		$14K Buy
+190
New +$13.4K ﹤0.01% 895

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JAWM
J. Arnold Wealth Management Youngstown, Ohio $294M AUM 33.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Strategic Blueprint's FYC Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2021, closing a stake of 190 shares — an estimated $14K sold.

Strategic Blueprint first reported a position in FYC in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 78 funds tracked by Wall St. Rank hold FYC as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 190 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2021, an estimated $14K.
  • Strategic Blueprint first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Small Cap Growth AlphaDEX Fund position peaked at $14K in Q2 2021.
  • 78 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.