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Chilton Capital Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Chilton Capital Management’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
2014
Q1 		– Sell
-1,000
Closed -$48.7K – 211
2013
Q4 		$48.7K Buy
+1,000
New +$46.2K 0.01% 256

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chilton Capital Management's FYX Position: Q1 2014 in Review

Chilton Capital Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2014, closing a stake of 1,000 shares — an estimated $48.7K sold.

Chilton Capital Management first reported a position in FYX in Q4 2013 and held it in 1 quarter. The position peaked at $48.7K in Q4 2013. 57 funds tracked by Wall St. Rank hold FYX as of Q1 2014.

  • Chilton Capital Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2014 after selling out during the quarter.
  • Chilton Capital Management sold 1,000 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2014, an estimated $48.7K.
  • Chilton Capital Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2013 and held it in 1 quarter.
  • Chilton Capital Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $48.7K in Q4 2013.
  • 57 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2014.

Based on Chilton Capital Management's 13F filing for Q1 2014, filed 12 May 2014.