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 $445B AUM 25.58% 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

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Total Clarity Wealth Management's FYC Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2022, closing a stake of 118 shares — an estimated $6K sold.

Total Clarity Wealth Management first reported a position in FYC in Q1 2021 and held it in 4 quarters. The position peaked at $50K in Q1 2021. 72 funds tracked by Wall St. Rank hold FYC as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 118 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $6K.
Total Clarity Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $50K in Q1 2021.
72 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.