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

CEDRUS’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
2024 Q3	$435K	Buy	+4,374	New	+$419K	0.16%	106

Other funds holding FYX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

CEDRUS's FYX Position: Q3 2024 in Review

CEDRUS opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2024: 4,374 shares worth $435K. The stake represents 0.16% of the portfolio and ranks #106 among its holdings.

153 funds tracked by Wall St. Rank hold FYX as of Q3 2024.

CEDRUS held 4,374 shares of First Trust Small Cap Core AlphaDEX Fund worth $435K as of Q3 2024.
First Trust Small Cap Core AlphaDEX Fund was a new CEDRUS position in Q3 2024.
First Trust Small Cap Core AlphaDEX Fund made up 0.16% of CEDRUS's portfolio in Q3 2024, its #106 holding.
153 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.