Investors Capital Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
$504K Buy
10,955
+1,405
+15% +$63.8K 0.1% 272
2016
Q1
$430K Buy
9,550
+1,535
+19% +$63.8K 0.09% 311
2015
Q4
$354K Buy
8,015
+900
+13% +$41.2K 0.07% 393
2015
Q3
$311K Buy
7,115
+1,915
+37% +$89.8K 0.06% 428
2015
Q2
$259K Buy
+5,200
New +$263K 0.05% 528

Other funds holding FYX

Investors Capital Advisory Services's FYX Position: Q2 2016 in Review

Investors Capital Advisory Services increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 15% in Q2 2016, buying an estimated $63.8K and bringing the position to 10,955 shares worth $504K. The position accounts for 0.1% of the portfolio, ranked #272.

Investors Capital Advisory Services first reported a position in FYX in Q2 2015 and has held it in 5 quarters since. 69 funds tracked by Wall St. Rank hold FYX as of Q2 2016.

  • Investors Capital Advisory Services held 10,955 shares of First Trust Small Cap Core AlphaDEX Fund worth $504K as of Q2 2016.
  • Investors Capital Advisory Services bought 1,405 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2016, an estimated $63.8K.
  • First Trust Small Cap Core AlphaDEX Fund made up 0.1% of Investors Capital Advisory Services's portfolio in Q2 2016, its #272 holding.
  • Investors Capital Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2015 and has held it in 5 quarters since.
  • 69 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.