FWM
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ForthRight Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

ForthRight Wealth Management’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
2021
Q1 		– Sell
-50
Closed -$4K – 84
2020
Q4 		$4K Buy
+50
New +$3.41K ﹤0.01% 156

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

ForthRight Wealth Management's FYX Position: Q1 2021 in Review

ForthRight Wealth Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2021, closing a stake of 50 shares — an estimated $4K sold.

ForthRight Wealth Management first reported a position in FYX in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 112 funds tracked by Wall St. Rank hold FYX as of Q1 2021.

  • ForthRight Wealth Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 50 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2021, an estimated $4K.
  • ForthRight Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $4K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.