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Carroll Financial Associates’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Carroll Financial 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
2019
Q4 		– Sell
-217
Closed -$13K – 1590
2019
Q3 		$13K Buy
+217
New +$13K ﹤0.01% 932

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LPL Financial
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RJA
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Bank of America
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PCM
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Carroll Financial Associates's FYX Position: Q4 2019 in Review

Carroll Financial Associates sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2019, closing a stake of 217 shares — an estimated $13K sold.

Carroll Financial Associates first reported a position in FYX in Q3 2019 and held it in 1 quarter. The position peaked at $13K in Q3 2019. 110 funds tracked by Wall St. Rank hold FYX as of Q4 2019.

  • Carroll Financial Associates reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 217 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2019, an estimated $13K.
  • Carroll Financial Associates first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2019 and held it in 1 quarter.
  • Carroll Financial Associates's First Trust Small Cap Core AlphaDEX Fund position peaked at $13K in Q3 2019.
  • 110 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.