1834 Investment Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

1834 Investment Advisors’s Portfolio FYX Stock Details FYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-41	Closed	-$2K	–	434
2018 Q1	$2K	Sell	41 -304	-88%	-$18.6K	﹤0.01%	428
2017 Q4	$21K	Buy	+345	New	+$20.6K	﹤0.01%	359

Other funds holding FYX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

1834 Investment Advisors's FYX Position: Q2 2018 in Review

1834 Investment Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2018, closing a stake of 41 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in FYX in Q4 2017 and held it in 2 quarters. The position peaked at $21K in Q4 2017. 95 funds tracked by Wall St. Rank hold FYX as of Q2 2018.

1834 Investment Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2018 after selling out during the quarter.
1834 Investment Advisors sold 41 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2018, an estimated $2K.
1834 Investment Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2017 and held it in 2 quarters.
1834 Investment Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $21K in Q4 2017.
95 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2018.

Based on 1834 Investment Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.