FNBT
FYX icon

FineMark National Bank & Trust’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

FineMark National Bank & Trust’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
2015
Q4 		– Sell
-202
Closed -$9K – 1402
2015
Q3 		$9K Buy
+202
New +$9.47K ﹤0.01% 990
2014
Q1 		– Sell
-62
Closed -$3K – 1444
2013
Q4 		$3K Buy
+62
New +$2.86K ﹤0.01% 1238

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
ACM
Aviance Capital Management Sarasota, Florida $668M AUM 6.48% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return

FineMark National Bank & Trust's FYX Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2015, closing a stake of 202 shares — an estimated $9K sold.

FineMark National Bank & Trust first reported a position in FYX in Q4 2013 and held it in 2 quarters. The position peaked at $9K in Q3 2015. 68 funds tracked by Wall St. Rank hold FYX as of Q4 2015.

  • FineMark National Bank & Trust reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2015 after selling out during the quarter.
  • FineMark National Bank & Trust sold 202 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2015, an estimated $9K.
  • FineMark National Bank & Trust first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2013 and held it in 2 quarters.
  • FineMark National Bank & Trust's First Trust Small Cap Core AlphaDEX Fund position peaked at $9K in Q3 2015.
  • 68 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.