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

Arden Trust’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
Q2 		– Sell
-5,005
Closed -$309K – 362
2019
Q1 		$309K Buy
+5,005
New +$304K 0.05% 277

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

Arden Trust's FYX Position: Q2 2019 in Review

Arden Trust sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2019, closing a stake of 5,005 shares — an estimated $309K sold.

Arden Trust first reported a position in FYX in Q1 2019 and held it in 1 quarter. The position peaked at $309K in Q1 2019. 102 funds tracked by Wall St. Rank hold FYX as of Q2 2019.

  • Arden Trust reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
  • Arden Trust sold 5,005 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2019, an estimated $309K.
  • Arden Trust first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2019 and held it in 1 quarter.
  • Arden Trust's First Trust Small Cap Core AlphaDEX Fund position peaked at $309K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2019.

Based on Arden Trust's 13F filing for Q2 2019, filed 23 Jul 2019.