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VitalStone Financial’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

VitalStone Financial’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
2024
Q2 		– Sell
-7
Closed -$455 – 532
2024
Q1 		$0 Hold
7
– – ﹤0.01% 516
2023
Q4 		$0 Hold
7
– – ﹤0.01% 514
2023
Q3 		$0 Hold
7
– – ﹤0.01% 505
2023
Q2 		$0 Hold
7
– – ﹤0.01% 949
2023
Q1 		$1K Hold
7
– – ﹤0.01% 326
2022
Q4 		$0 Buy
+7
New +$399 ﹤0.01% 539

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

VitalStone Financial's FYC Position: Q2 2024 in Review

VitalStone Financial sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2024, closing a stake of 7 shares — an estimated $455 sold.

VitalStone Financial first reported a position in FYC in Q4 2022 and held it in 6 quarters. The position peaked at $1K in Q1 2023. 78 funds tracked by Wall St. Rank hold FYC as of Q2 2024.

  • VitalStone Financial reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 7 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2024, an estimated $455.
  • VitalStone Financial first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2022 and held it in 6 quarters.
  • VitalStone Financial's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1K in Q1 2023.
  • 78 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.