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

Bessemer 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
2016
Q1 		– Sell
-1,160
Closed -$51K – 1552
2015
Q4 		$51K Hold
1,160
– – ﹤0.01% 958
2015
Q3 		$51K Buy
+1,160
New +$54.4K ﹤0.01% 954

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

Bessemer Group's FYX Position: Q1 2016 in Review

Bessemer Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2016, closing a stake of 1,160 shares — an estimated $51K sold.

Bessemer Group first reported a position in FYX in Q3 2015 and held it in 2 quarters. The position peaked at $51K in Q4 2015. 66 funds tracked by Wall St. Rank hold FYX as of Q1 2016.

  • Bessemer Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Bessemer Group sold 1,160 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2016, an estimated $51K.
  • Bessemer Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2015 and held it in 2 quarters.
  • Bessemer Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $51K in Q4 2015.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2016.

Based on Bessemer Group's 13F filing for Q1 2016, filed 11 May 2016.