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WealthPLAN Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

WealthPLAN Partners’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
-349
Closed -$20.2K – 1314
2023
Q1 		$20.2K Buy
+349
New +$20.4K ﹤0.01% 726
2015
Q2 		$27K Sell
860
-878
-51% -$27.5K 0.01% 231
2015
Q1 		$55K Buy
+1,738
New +$52.8K 0.03% 230

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

WealthPLAN Partners's FYC Position: Q2 2023 in Review

WealthPLAN Partners sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2023, closing a stake of 349 shares — an estimated $20.2K sold.

WealthPLAN Partners first reported a position in FYC in Q1 2015 and held it in 3 quarters. The position peaked at $55K in Q1 2015. 67 funds tracked by Wall St. Rank hold FYC as of Q2 2023.

  • WealthPLAN Partners reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 349 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2023, an estimated $20.2K.
  • WealthPLAN Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $55K in Q1 2015.
  • 67 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.