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WMG Financial Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

WMG Financial Advisors’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
2022
Q2 		– Sell
-9,090
Closed -$622K – 158
2022
Q1 		$622K Sell
9,090
-4,382
-33% -$294K 0.46% 55
2021
Q4 		$1.01M Buy
+13,472
New +$1.01M 0.78% 33

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return

WMG Financial Advisors's FYC Position: Q2 2022 in Review

WMG Financial Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2022, closing a stake of 9,090 shares — an estimated $622K sold.

WMG Financial Advisors first reported a position in FYC in Q4 2021 and held it in 2 quarters. The position peaked at $1.01M in Q4 2021. 70 funds tracked by Wall St. Rank hold FYC as of Q2 2022.

  • WMG Financial Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 9,090 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $622K.
  • WMG Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
  • WMG Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.01M in Q4 2021.
  • 70 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2022.

Based on WMG Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.