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

WealthShield 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
2021 Q2	–	Sell	-44	Closed	-$3K	–	912
2021 Q1	$3K	Buy	+44	New	+$3.1K	﹤0.01%	1024
2019 Q4	–	Sell	-2,398	Closed	-$105K	–	275
2019 Q3	$105K	Sell	2,398 -848	-26%	-$38.6K	0.06%	181
2019 Q2	$151K	Sell	3,246 -1,024	-24%	-$46.8K	0.09%	154
2019 Q1	$197K	Sell	4,270 -842	-16%	-$37.7K	0.11%	145
2018 Q4	$205K	Buy	5,112 +2,715	+113%	+$122K	0.14%	123
2018 Q3	$125K	Buy	+2,397	New	+$122K	0.07%	139

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

WealthShield Partners's FYC Position: Q2 2021 in Review

WealthShield Partners sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2021, closing a stake of 44 shares — an estimated $3K sold.

WealthShield Partners first reported a position in FYC in Q3 2018 and held it in 6 quarters. The position peaked at $205K in Q4 2018. 83 funds tracked by Wall St. Rank hold FYC as of Q2 2021.

WealthShield Partners reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 44 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2021, an estimated $3K.
WealthShield Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2018 and held it in 6 quarters.
WealthShield Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $205K in Q4 2018.
83 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.