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Crosspoint Capital Strategies’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-2,457
Closed -$120K – 378
2015
Q4 		$120K Buy
+2,457
New +$113K 0.03% 292

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Crosspoint Capital Strategies's FYX Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2016, closing a stake of 2,457 shares — an estimated $120K sold.

Crosspoint Capital Strategies first reported a position in FYX in Q4 2015 and held it in 1 quarter. The position peaked at $120K in Q4 2015. 66 funds tracked by Wall St. Rank hold FYX as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 2,457 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2016, an estimated $120K.
  • Crosspoint Capital Strategies first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's First Trust Small Cap Core AlphaDEX Fund position peaked at $120K in Q4 2015.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.