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Calton & Associates’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Calton & Associates’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
Q1 		– Sell
-200
Closed -$12K – 691
2017
Q4 		$12K Buy
+200
New +$12K ﹤0.01% 1016

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Calton & Associates's FYX Position: Q1 2018 in Review

Calton & Associates sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2018, closing a stake of 200 shares — an estimated $12K sold.

Calton & Associates first reported a position in FYX in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 86 funds tracked by Wall St. Rank hold FYX as of Q1 2018.

  • Calton & Associates reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 200 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2018, an estimated $12K.
  • Calton & Associates first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's First Trust Small Cap Core AlphaDEX Fund position peaked at $12K in Q4 2017.
  • 86 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.