EWG Elevate’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

EWG Elevate’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 Q1	–	Sell	-2,142	Closed	-$208K	–	100
2021 Q4	$208K	Buy	+2,142	New	+$206K	0.1%	80
2021 Q3	–	Sell	-2,142	Closed	-$201K	–	90
2021 Q2	$201K	Buy	+2,142	New	+$199K	0.08%	83

Other funds holding FYX

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

LPL Financial San Diego, California $377B AUM 19.32% 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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

EWG Elevate's FYX Position: Q1 2022 in Review

EWG Elevate sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2022, closing a stake of 2,142 shares — an estimated $208K sold.

EWG Elevate first reported a position in FYX in Q2 2021 and held it in 2 quarters. The position peaked at $208K in Q4 2021. 126 funds tracked by Wall St. Rank hold FYX as of Q1 2022.

EWG Elevate reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
EWG Elevate sold 2,142 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $208K.
EWG Elevate first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2021 and held it in 2 quarters.
EWG Elevate's First Trust Small Cap Core AlphaDEX Fund position peaked at $208K in Q4 2021.
126 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2022.

Based on EWG Elevate's 13F filing for Q1 2022, filed 12 Apr 2022.