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

Citizens Financial Group’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
2016
Q3 		– Sell
-125
Closed -$6K – 677
2016
Q2 		$6K Buy
+125
New +$5.67K ﹤0.01% 528

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
UBS Group
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
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Citizens Financial Group's FYX Position: Q3 2016 in Review

Citizens Financial Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2016, closing a stake of 125 shares — an estimated $6K sold.

Citizens Financial Group first reported a position in FYX in Q2 2016 and held it in 1 quarter. The position peaked at $6K in Q2 2016. 69 funds tracked by Wall St. Rank hold FYX as of Q3 2016.

  • Citizens Financial Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
  • Citizens Financial Group sold 125 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2016, an estimated $6K.
  • Citizens Financial Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2016 and held it in 1 quarter.
  • Citizens Financial Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $6K in Q2 2016.
  • 69 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2016.

Based on Citizens Financial Group's 13F filing for Q3 2016, filed 10 Nov 2016.