Insight Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Insight Advisors’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 Q2	–	Sell	-2,241	Closed	-$205K	–	310
2022 Q1	$205K	Sell	2,241 -48	-2%	-$4.39K	0.06%	300
2021 Q4	$222K	Sell	2,289 -190	-8%	-$18.3K	0.07%	286
2021 Q3	$246K	Sell	2,479 -597	-19%	-$54.5K	0.07%	274
2021 Q2	$279K	Buy	3,076 +4	+0.1%	+$372	0.09%	257
2021 Q1	$283K	Sell	3,072 -298	-9%	-$26.2K	0.09%	269
2020 Q4	$259K	Buy	+3,370	New	+$230K	0.1%	230

Other funds holding FYX

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

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

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

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

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

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 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

Insight Advisors's FYX Position: Q2 2022 in Review

Insight Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2022, closing a stake of 2,241 shares — an estimated $205K sold.

Insight Advisors first reported a position in FYX in Q4 2020 and held it in 6 quarters. The position peaked at $283K in Q1 2021. 128 funds tracked by Wall St. Rank hold FYX as of Q2 2022.

Insight Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Insight Advisors sold 2,241 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $205K.
Insight Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and held it in 6 quarters.
Insight Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $283K in Q1 2021.
128 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2022.

Based on Insight Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.