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

Centaurus Financial’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
Q3 		– Sell
-147
Closed -$10K – 1096
2018
Q2 		$10K Buy
+147
New +$9.38K ﹤0.01% 1546

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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centaurus Financial's FYX Position: Q3 2018 in Review

Centaurus Financial sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2018, closing a stake of 147 shares — an estimated $10K sold.

Centaurus Financial first reported a position in FYX in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 98 funds tracked by Wall St. Rank hold FYX as of Q3 2018.

  • Centaurus Financial reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 147 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2018, an estimated $10K.
  • Centaurus Financial first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's First Trust Small Cap Core AlphaDEX Fund position peaked at $10K in Q2 2018.
  • 98 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.