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

Advocacy Wealth Management Services’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
2019 Q4	–	Sell	-483	Closed	-$29K	–	146
2019 Q3	$29K	Hold	483	–	–	0.02%	71
2019 Q2	$30K	Buy	+483	New	+$29.6K	0.02%	66

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

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

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

RJA

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

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

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

PCM

Peak Capital Management Greenwood Village, Colorado $93.5M AUM 2.28% 1-Year Est. Return

Advocacy Wealth Management Services's FYX Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2019, closing a stake of 483 shares — an estimated $29K sold.

Advocacy Wealth Management Services first reported a position in FYX in Q2 2019 and held it in 2 quarters. The position peaked at $30K in Q2 2019. 110 funds tracked by Wall St. Rank hold FYX as of Q4 2019.

Advocacy Wealth Management Services reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 483 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2019, an estimated $29K.
Advocacy Wealth Management Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2019 and held it in 2 quarters.
Advocacy Wealth Management Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $30K in Q2 2019.
110 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.