Ten Capital Wealth Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-1,541	Closed	-$89.1K	–	310
2023 Q1	$89.1K	Sell	1,541 -77	-5%	-$4.5K	0.03%	173
2022 Q4	$89.4K	Sell	1,618 -1,206	-43%	-$68.8K	0.04%	138
2022 Q3	$152K	Sell	2,824 -811	-22%	-$47.7K	0.07%	91
2022 Q2	$197K	Buy	3,635 +8	+0.2%	+$477	0.09%	76
2022 Q1	$248K	Sell	3,627 -1,597	-31%	-$107K	0.1%	70
2021 Q4	$390K	Sell	5,224 -298	-5%	-$22.3K	0.16%	45
2021 Q3	$395K	Sell	5,522 -54	-1%	-$3.86K	0.18%	43
2021 Q2	$409K	Sell	5,576 -15	-0.3%	-$1.06K	0.09%	100
2021 Q1	$389K	Sell	5,591 -2,744	-33%	-$193K	0.1%	103
2020 Q4	$514K	Sell	8,335 -1,702	-17%	-$92.5K	0.14%	86
2020 Q3	$474K	Buy	+10,037	New	+$458K	0.16%	74

Other funds holding FYC

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

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

RJFSA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Ten Capital Wealth Advisors's FYC Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2023, closing a stake of 1,541 shares — an estimated $89.1K sold.

Ten Capital Wealth Advisors first reported a position in FYC in Q3 2020 and held it in 11 quarters. The position peaked at $514K in Q4 2020. 67 funds tracked by Wall St. Rank hold FYC as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 1,541 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2023, an estimated $89.1K.
Ten Capital Wealth Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2020 and held it in 11 quarters.
Ten Capital Wealth Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $514K in Q4 2020.
67 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.