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 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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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.