Winslow Evans & Crocker’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$9K	Buy	+150	New	+$8.15K	﹤0.01%	969
2017 Q4	–	Sell	-126	Closed	-$5.15K	–	1143
2017 Q3	$5.15K	Buy	126 +1	+0.8%	+$39	﹤0.01%	928
2017 Q2	$4.81K	Sell	125 -1	-0.8%	-$37	﹤0.01%	1063
2017 Q1	$4.56K	Hold	126	–	–	﹤0.01%	1043
2016 Q4	$4.33K	Buy	126 +26	+26%	+$874	﹤0.01%	1049
2016 Q3	$3.38K	Hold	100	–	–	﹤0.01%	1121
2016 Q2	$3.13K	Hold	100	–	–	﹤0.01%	1116
2016 Q1	$3.01K	Hold	100	–	–	﹤0.01%	1119
2015 Q4	$3.05K	Hold	100	–	–	﹤0.01%	1173
2015 Q3	$2.92K	Hold	100	–	–	﹤0.01%	1119
2015 Q2	$3.18K	Hold	100	–	–	﹤0.01%	1153
2015 Q1	$3.16K	Hold	100	–	–	﹤0.01%	1113
2014 Q4	$3.02K	Hold	100	–	–	﹤0.01%	1139
2014 Q3	$2.77K	Hold	100	–	–	﹤0.01%	1222
2014 Q2	$3.01K	Hold	100	–	–	﹤0.01%	1136
2014 Q1	$2.98K	Buy	+100	New	+$2.96K	﹤0.01%	1118

Other funds holding FYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BFEC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Winslow Evans & Crocker's FYC Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2020: 150 shares worth $9K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in FYC as recently as Q3 2017.

Winslow Evans & Crocker first reported a position in FYC in Q1 2014 and has held it in 16 quarters since. 67 funds tracked by Wall St. Rank hold FYC as of Q4 2020.

Winslow Evans & Crocker held 150 shares of First Trust Small Cap Growth AlphaDEX Fund worth $9K as of Q4 2020.
First Trust Small Cap Growth AlphaDEX Fund was a new Winslow Evans & Crocker position in Q4 2020.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #969 holding.
Winslow Evans & Crocker first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2014 and has held it in 16 quarters since.
67 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.