Advisornet Financial’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Advisornet Financial’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
2022 Q2	–	Sell	-30	Closed	-$3K	–	1966
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	1718
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	1747
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	1706
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	1637
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	1589
2020 Q4	$2K	Hold	30	–	–	﹤0.01%	1541
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	1563
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	1591
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	1666
2019 Q4	$2K	Hold	30	–	–	﹤0.01%	1676
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	1682
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	1516
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	1413
2018 Q4	$2K	Sell	30 -578	-95%	-$35.1K	﹤0.01%	1338
2018 Q3	$42K	Buy	608 +578	+1,927%	+$39.6K	0.01%	773
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	1384
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	1307
2017 Q4	$2K	Buy	+30	New	+$1.79K	﹤0.01%	1172

Other funds holding FYX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

HAFS

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

RJA

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

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Advisornet Financial's FYX Position: Q2 2022 in Review

Advisornet Financial sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2022, closing a stake of 30 shares — an estimated $3K sold.

Advisornet Financial first reported a position in FYX in Q4 2017 and held it in 18 quarters. The position peaked at $42K in Q3 2018. 128 funds tracked by Wall St. Rank hold FYX as of Q2 2022.

Advisornet Financial reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Advisornet Financial sold 30 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $3K.
Advisornet Financial first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2017 and held it in 18 quarters.
Advisornet Financial's First Trust Small Cap Core AlphaDEX Fund position peaked at $42K in Q3 2018.
128 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2022.

Based on Advisornet Financial's 13F filing for Q2 2022, filed 7 Jul 2022.