Columbia Advisory Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Columbia Advisory Partners’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
2023 Q1	–	Sell	-2,566	Closed	-$201K	–	63
2022 Q4	$201K	Buy	+2,566	New	+$204K	0.19%	62
2022 Q3	–	Sell	-2,629	Closed	-$202K	–	47
2022 Q2	$202K	Buy	2,629 +6	+0.2%	+$502	0.23%	42
2022 Q1	$240K	Buy	+2,623	New	+$240K	0.24%	39

Other funds holding FYX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Columbia Advisory Partners's FYX Position: Q1 2023 in Review

Columbia Advisory Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2023, closing a stake of 2,566 shares — an estimated $201K sold.

Columbia Advisory Partners first reported a position in FYX in Q1 2022 and held it in 3 quarters. The position peaked at $240K in Q1 2022. 126 funds tracked by Wall St. Rank hold FYX as of Q1 2023.

Columbia Advisory Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Columbia Advisory Partners sold 2,566 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2023, an estimated $201K.
Columbia Advisory Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2022 and held it in 3 quarters.
Columbia Advisory Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $240K in Q1 2022.
126 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2023.

Based on Columbia Advisory Partners's 13F filing for Q1 2023, filed 9 May 2023.