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

Acorn Wealth 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
Q3 		– Sell
-694
Closed -$46K – 243
2018
Q2 		$46K Hold
694
– – 0.04% 287
2018
Q1 		$43K Buy
694
+60
+9% +$3.68K 0.04% 292
2017
Q4 		$39K Buy
+634
New +$37.9K 0.04% 288

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Acorn Wealth Advisors's FYX Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2018, closing a stake of 694 shares — an estimated $46K sold.

Acorn Wealth Advisors first reported a position in FYX in Q4 2017 and held it in 3 quarters. The position peaked at $46K in Q2 2018. 98 funds tracked by Wall St. Rank hold FYX as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 694 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2018, an estimated $46K.
  • Acorn Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $46K in Q2 2018.
  • 98 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.