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Whitnell & Co’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Whitnell & Co’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
2018
Q1 		– Sell
-267
Closed -$11K – 415
2017
Q4 		$11K Buy
+267
New +$11.1K ﹤0.01% 227

Other funds holding FYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SAM
Shamrock Asset Management Dallas, Texas $128M AUM 2.65% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Whitnell & Co's FYC Position: Q1 2018 in Review

Whitnell & Co sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2018, closing a stake of 267 shares — an estimated $11K sold.

Whitnell & Co first reported a position in FYC in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 50 funds tracked by Wall St. Rank hold FYC as of Q1 2018.

  • Whitnell & Co reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Whitnell & Co sold 267 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2018, an estimated $11K.
  • Whitnell & Co first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Whitnell & Co's First Trust Small Cap Growth AlphaDEX Fund position peaked at $11K in Q4 2017.
  • 50 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2018.

Based on Whitnell & Co's 13F filing for Q1 2018, filed 4 May 2018.