Able Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Able Wealth Management’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
2024 Q1	–	Sell	-11	Closed	-$1.04K	–	268
2023 Q4	$1.04K	Buy	+11	New	+$904	﹤0.01%	519

Other funds holding FYX

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

HAFS

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Able Wealth Management's FYX Position: Q1 2024 in Review

Able Wealth Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2024, closing a stake of 11 shares — an estimated $1.04K sold.

Able Wealth Management first reported a position in FYX in Q4 2023 and held it in 1 quarter. The position peaked at $1.04K in Q4 2023. 145 funds tracked by Wall St. Rank hold FYX as of Q1 2024.

Able Wealth Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 11 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2024, an estimated $1.04K.
Able Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
Able Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.04K in Q4 2023.
145 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.