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Interchange Capital Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-1,510
Closed -$116K – 559
2020
Q4 		$116K Buy
+1,510
New +$103K 0.06% 285

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Royal Bank of Canada
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UBS Group
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RJA
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RJFSA
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Janney Montgomery Scott
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HAFS
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Interchange Capital Partners's FYX Position: Q1 2021 in Review

Interchange Capital Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2021, closing a stake of 1,510 shares — an estimated $116K sold.

Interchange Capital Partners first reported a position in FYX in Q4 2020 and held it in 1 quarter. The position peaked at $116K in Q4 2020. 112 funds tracked by Wall St. Rank hold FYX as of Q1 2021.

  • Interchange Capital Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,510 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2021, an estimated $116K.
  • Interchange Capital Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $116K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.