Householder Group Estate & Retirement Specialist’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$59K	Hold	586	–	–	0.04%	199
2024 Q3	$58K	Sell	586 -39	-6%	-$3.74K	0.02%	456
2024 Q2	$56K	Hold	625	–	–	0.02%	453
2024 Q1	$58.3K	Sell	625 -35	-5%	-$3.13K	0.02%	447
2023 Q4	$60K	Hold	660	–	–	0.02%	427
2023 Q3	$53.2K	Buy	+660	New	+$55.7K	0.02%	436
2023 Q1	$53K	Buy	+660	New	+$55.1K	0.02%	434
2022 Q4	–	Sell	-660	Closed	-$47K	–	598
2022 Q3	$47K	Buy	+660	New	+$53.6K	0.02%	407

Other funds holding FYX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's FYX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q4 2024 at 586 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #199.

Householder Group Estate & Retirement Specialist first reported a position in FYX in Q3 2022 and has held it in 8 quarters since. The position peaked at $60K in Q4 2023. 167 funds tracked by Wall St. Rank hold FYX as of Q4 2024.

Householder Group Estate & Retirement Specialist held 586 shares of First Trust Small Cap Core AlphaDEX Fund worth $59K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q4 2024.
First Trust Small Cap Core AlphaDEX Fund made up 0.04% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #199 holding.
Householder Group Estate & Retirement Specialist first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's First Trust Small Cap Core AlphaDEX Fund position peaked at $60K in Q4 2023.
167 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.