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Creative Financial Designs’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Creative Financial Designs’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
2022
Q4 		– Sell
-296
Closed -$21K – 1321
2022
Q3 		$21K Buy
296
+1
+0.3% +$81 ﹤0.01% 725
2022
Q2 		$23K Buy
295
+15
+5% +$1.26K ﹤0.01% 706
2022
Q1 		$26K Sell
280
-3
-1% -$274 ﹤0.01% 708
2021
Q4 		$28K Sell
283
-10
-3% -$961 ﹤0.01% 691
2021
Q3 		$27K Sell
293
-100
-25% -$9.14K ﹤0.01% 786
2021
Q2 		$37K Buy
393
+75
+24% +$6.98K 0.01% 684
2021
Q1 		$29K Sell
318
-1
-0.3% -$88 0.01% 689
2020
Q4 		$25K Sell
319
-1,545
-83% -$105K 0.01% 667
2020
Q3 		$108K Sell
1,864
-10,040
-84% -$579K 0.03% 326
2020
Q2 		$646K Buy
11,904
+1,173
+11% +$57.7K 0.2% 93
2020
Q1 		$441K Buy
10,731
+879
+9% +$49.7K 0.23% 73
2019
Q4 		$639K Buy
9,852
+3,463
+54% +$215K 0.29% 85
2019
Q3 		$371K Buy
6,389
+2,178
+52% +$131K 0.2% 91
2019
Q2 		$258K Buy
4,211
+4,100
+3,694% +$251K 0.14% 117
2019
Q1 		$7K Hold
111
– – ﹤0.01% 416
2018
Q4 		$6K Sell
111
-79
-42% -$4.8K ﹤0.01% 414
2018
Q3 		$13K Buy
190
+120
+171% +$8.22K 0.01% 398
2018
Q2 		$5K Buy
70
+1
+1% +$64 ﹤0.01% 545
2018
Q1 		$4K Hold
69
– – ﹤0.01% 513
2017
Q4 		$4K Hold
69
– – ﹤0.01% 520
2017
Q3 		$4K Hold
69
– – ﹤0.01% 535
2017
Q2 		$4K Hold
69
– – ﹤0.01% 549
2017
Q1 		$4K Sell
69
-261
-79% -$14.1K ﹤0.01% 513
2016
Q4 		$18K Buy
+330
New +$16.8K 0.01% 332

Other funds holding FYX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
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

Creative Financial Designs's FYX Position: Q4 2022 in Review

Creative Financial Designs sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2022, closing a stake of 296 shares — an estimated $21K sold.

Creative Financial Designs first reported a position in FYX in Q4 2016 and held it in 24 quarters. The position peaked at $646K in Q2 2020. 128 funds tracked by Wall St. Rank hold FYX as of Q4 2022.

  • Creative Financial Designs reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Creative Financial Designs sold 296 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $21K.
  • Creative Financial Designs first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2016 and held it in 24 quarters.
  • Creative Financial Designs's First Trust Small Cap Core AlphaDEX Fund position peaked at $646K in Q2 2020.
  • 128 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.