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IAG Wealth Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

IAG Wealth Partners’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
-230
Closed -$15K – 437
2019
Q4 		$15K Buy
+230
New +$14.3K 0.01% 201

Other funds holding FYX

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's FYX Position: Q1 2020 in Review

IAG Wealth Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2020, closing a stake of 230 shares — an estimated $15K sold.

IAG Wealth Partners first reported a position in FYX in Q4 2019 and held it in 1 quarter. The position peaked at $15K in Q4 2019. 88 funds tracked by Wall St. Rank hold FYX as of Q1 2020.

  • IAG Wealth Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 230 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $15K.
  • IAG Wealth Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
  • IAG Wealth Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $15K in Q4 2019.
  • 88 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2020.

Based on IAG Wealth Partners's 13F filing for Q1 2020, filed 11 Feb 2021.