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

Ballew 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
Q4 		– Sell
-1,364
Closed -$82K – 220
2018
Q3 		$82K Sell
1,364
-49
-3% -$3.35K 0.08% 125
2018
Q2 		$93K Hold
1,413
– – 0.1% 115
2018
Q1 		$85K Buy
+1,413
New +$86.6K 0.07% 121

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ballew Advisors's FYX Position: Q4 2018 in Review

Ballew Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2018, closing a stake of 1,364 shares — an estimated $82K sold.

Ballew Advisors first reported a position in FYX in Q1 2018 and held it in 3 quarters. The position peaked at $93K in Q2 2018. 103 funds tracked by Wall St. Rank hold FYX as of Q4 2018.

  • Ballew Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 1,364 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2018, an estimated $82K.
  • Ballew Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $93K in Q2 2018.
  • 103 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.