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Hancock Whitney Investment Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Hancock Whitney Investment Services’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
-5,056
Closed -$490K – 147
2021
Q4 		$490K Buy
+5,056
New +$486K 0.09% 163

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Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
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

Hancock Whitney Investment Services's FYX Position: Q1 2022 in Review

Hancock Whitney Investment Services sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2022, closing a stake of 5,056 shares — an estimated $490K sold.

Hancock Whitney Investment Services first reported a position in FYX in Q4 2021 and held it in 1 quarter. The position peaked at $490K in Q4 2021. 126 funds tracked by Wall St. Rank hold FYX as of Q1 2022.

  • Hancock Whitney Investment Services reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • Hancock Whitney Investment Services sold 5,056 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $490K.
  • Hancock Whitney Investment Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • Hancock Whitney Investment Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $490K in Q4 2021.
  • 126 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2022.

Based on Hancock Whitney Investment Services's 13F filing for Q1 2022, filed 13 May 2022.