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

ACG Wealth’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
2017
Q3 		– Sell
-4,700
Closed -$261K – 304
2017
Q2 		$261K Buy
+4,700
New +$256K 0.04% 251

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

ACG Wealth's FYX Position: Q3 2017 in Review

ACG Wealth sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2017, closing a stake of 4,700 shares — an estimated $261K sold.

ACG Wealth first reported a position in FYX in Q2 2017 and held it in 1 quarter. The position peaked at $261K in Q2 2017. 75 funds tracked by Wall St. Rank hold FYX as of Q3 2017.

  • ACG Wealth reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • ACG Wealth sold 4,700 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2017, an estimated $261K.
  • ACG Wealth first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • ACG Wealth's First Trust Small Cap Core AlphaDEX Fund position peaked at $261K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2017.

Based on ACG Wealth's 13F filing for Q3 2017, filed 7 Nov 2017.