Coppell Advisory Solutions Corp’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Coppell Advisory Solutions Corp’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
2024 Q1	$1.64M	Buy	+17,626	New	+$1.58M	0.31%	78
2023 Q1	$1.46M	Sell	18,448 -178	-1%	-$14.9K	0.48%	53
2022 Q4	$1.46M	Buy	+18,626	New	+$1.48M	0.49%	53

Other funds holding FYX

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

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Coppell Advisory Solutions Corp's FYX Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2024: 17,626 shares worth $1.64M. The stake represents 0.31% of the portfolio and ranks #78 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in FYX as recently as Q1 2023.

Coppell Advisory Solutions Corp first reported a position in FYX in Q4 2022 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold FYX as of Q1 2024.

Coppell Advisory Solutions Corp held 17,626 shares of First Trust Small Cap Core AlphaDEX Fund worth $1.64M as of Q1 2024.
First Trust Small Cap Core AlphaDEX Fund was a new Coppell Advisory Solutions Corp position in Q1 2024.
First Trust Small Cap Core AlphaDEX Fund made up 0.31% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #78 holding.
Coppell Advisory Solutions Corp first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2022 and has held it in 3 quarters since.
145 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.