First Interstate Bank’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

First Interstate Bank’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
2020 Q1	–	Sell	-150	Closed	-$10K	–	281
2019 Q4	$10K	Hold	150	–	–	﹤0.01%	449
2019 Q3	$9K	Buy	+150	New	+$9K	﹤0.01%	511

Other funds holding FYX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Interstate Bank's FYX Position: Q1 2020 in Review

First Interstate Bank sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2020, closing a stake of 150 shares — an estimated $10K sold.

First Interstate Bank first reported a position in FYX in Q3 2019 and held it in 2 quarters. The position peaked at $10K in Q4 2019. 88 funds tracked by Wall St. Rank hold FYX as of Q1 2020.

First Interstate Bank reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
First Interstate Bank sold 150 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $10K.
First Interstate Bank first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2019 and held it in 2 quarters.
First Interstate Bank's First Trust Small Cap Core AlphaDEX Fund position peaked at $10K in Q4 2019.
88 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2020.

Based on First Interstate Bank's 13F filing for Q1 2020, filed 11 May 2020.