JP Morgan Private Wealth Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

JP Morgan Private Wealth 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
2023 Q2	–	Sell	-3,263	Closed	-$263K	–	1632
2023 Q1	$263K	Sell	3,263 -4,871	-60%	-$406K	﹤0.01%	1731
2022 Q4	$638K	Buy	8,134 +840	+12%	+$66.8K	﹤0.01%	1358
2022 Q3	$530K	Buy	+7,294	New	+$593K	﹤0.01%	1430

Other funds holding FYX

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Private Wealth Advisors's FYX Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2023, closing a stake of 3,263 shares — an estimated $263K sold.

JP Morgan Private Wealth Advisors first reported a position in FYX in Q3 2022 and held it in 3 quarters. The position peaked at $638K in Q4 2022. 124 funds tracked by Wall St. Rank hold FYX as of Q2 2023.

JP Morgan Private Wealth Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 3,263 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2023, an estimated $263K.
JP Morgan Private Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2022 and held it in 3 quarters.
JP Morgan Private Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $638K in Q4 2022.
124 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.