AFP
FYX icon

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

Ausdal Financial Partners’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
2016
Q1 		– Sell
-6,071
Closed -$268K – 528
2015
Q4 		$268K Buy
+6,071
New +$278K 0.14% 169

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
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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ausdal Financial Partners's FYX Position: Q1 2016 in Review

Ausdal Financial Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2016, closing a stake of 6,071 shares — an estimated $268K sold.

Ausdal Financial Partners first reported a position in FYX in Q4 2015 and held it in 1 quarter. The position peaked at $268K in Q4 2015. 66 funds tracked by Wall St. Rank hold FYX as of Q1 2016.

  • Ausdal Financial Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Ausdal Financial Partners sold 6,071 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2016, an estimated $268K.
  • Ausdal Financial Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Ausdal Financial Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $268K in Q4 2015.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2016.

Based on Ausdal Financial Partners's 13F filing for Q1 2016, filed 5 May 2016.