Bellwether Investment Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Bellwether Investment Group’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
2017 Q2	–	Sell	-416	Closed	-$23K	–	270
2017 Q1	$23K	Hold	416	–	–	0.06%	265
2016 Q4	$22K	Buy	+416	New	+$21.2K	0.02%	422
2016 Q2	$20K	Buy	+432	New	+$19.6K	0.02%	333

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

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

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

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

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

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Bellwether Investment Group's FYX Position: Q2 2017 in Review

Bellwether Investment Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2017, closing a stake of 416 shares — an estimated $23K sold.

Bellwether Investment Group first reported a position in FYX in Q2 2016 and held it in 3 quarters. The position peaked at $23K in Q1 2017. 77 funds tracked by Wall St. Rank hold FYX as of Q2 2017.

Bellwether Investment Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
Bellwether Investment Group sold 416 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2017, an estimated $23K.
Bellwether Investment Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2016 and held it in 3 quarters.
Bellwether Investment Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $23K in Q1 2017.
77 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.