EA
FYX icon

Edge Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Edge Advisors’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
2017
Q3 		– Sell
-187
Closed -$10K – 917
2017
Q2 		$10K Buy
+187
New +$10.2K ﹤0.01% 737

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
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Edge Advisors's FYX Position: Q3 2017 in Review

Edge Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2017, closing a stake of 187 shares — an estimated $10K sold.

Edge Advisors first reported a position in FYX in Q2 2017 and held it in 1 quarter. The position peaked at $10K in Q2 2017. 75 funds tracked by Wall St. Rank hold FYX as of Q3 2017.

  • Edge Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2017 after selling out during the quarter.
  • Edge Advisors sold 187 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2017, an estimated $10K.
  • Edge Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2017 and held it in 1 quarter.
  • Edge Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $10K in Q2 2017.
  • 75 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2017.

Based on Edge Advisors's 13F filing for Q3 2017, filed 8 Nov 2017.