Total Clarity Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-118	Closed	-$6K	–	498
2022 Q2	$6K	Buy	+118	New	+$7.04K	﹤0.01%	776
2022 Q1	–	Sell	-563	Closed	-$42K	–	466
2021 Q4	$42K	Sell	563 -20	-3%	-$1.5K	0.02%	439
2021 Q3	$42K	Buy	+583	New	+$41.7K	0.02%	435
2021 Q2	–	Sell	-723	Closed	-$50K	–	379
2021 Q1	$50K	Buy	+723	New	+$50.9K	0.03%	340

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

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

Bank of America

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

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

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

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

PNC Financial Services Group

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

Envestnet Asset Management

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