CIBC World Market
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CIBC World Market’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

CIBC World Market’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
2021
Q2 		– Sell
-4,974
Closed -$451K – 1369
2021
Q1 		$451K Buy
4,974
+290
+6% +$25.5K ﹤0.01% 992
2020
Q4 		$360K Buy
+4,684
New +$320K ﹤0.01% 1041

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

CIBC World Market's FYX Position: Q2 2021 in Review

CIBC World Market sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2021, closing a stake of 4,974 shares — an estimated $451K sold.

CIBC World Market first reported a position in FYX in Q4 2020 and held it in 2 quarters. The position peaked at $451K in Q1 2021. 125 funds tracked by Wall St. Rank hold FYX as of Q2 2021.

  • CIBC World Market reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
  • CIBC World Market sold 4,974 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2021, an estimated $451K.
  • CIBC World Market first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and held it in 2 quarters.
  • CIBC World Market's First Trust Small Cap Core AlphaDEX Fund position peaked at $451K in Q1 2021.
  • 125 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2021.

Based on CIBC World Market's 13F filing for Q2 2021, filed 12 Aug 2021.