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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return