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

JNBA Financial 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
2014
Q4 		– Sell
-46
Closed -$2K – 565
2014
Q3 		$2K Hold
46
– – ﹤0.01% 525
2014
Q2 		$2K Buy
+46
New +$2.18K ﹤0.01% 462

Other funds holding FYX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
B
Baird Milwaukee, Wisconsin $9.78B AUM 11.39% 1-Year Est. Return

JNBA Financial Advisors's FYX Position: Q4 2014 in Review

JNBA Financial Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2014, closing a stake of 46 shares — an estimated $2K sold.

JNBA Financial Advisors first reported a position in FYX in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2014. 59 funds tracked by Wall St. Rank hold FYX as of Q4 2014.

  • JNBA Financial Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • JNBA Financial Advisors sold 46 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2014, an estimated $2K.
  • JNBA Financial Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • JNBA Financial Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $2K in Q3 2014.
  • 59 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2014.

Based on JNBA Financial Advisors's 13F filing for Q4 2014, filed 28 Jan 2015.