Kingsview Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Kingsview Wealth Management’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
2019 Q2	–	Sell	-33,433	Closed	-$2.06M	–	480
2019 Q1	$2.06M	Buy	33,433 +176	+0.5%	+$10.7K	0.31%	91
2018 Q4	$1.8M	Buy	+33,257	New	+$2.02M	0.39%	76

Other funds holding FYX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

RJA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

HAFS

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

Kingsview Wealth Management's FYX Position: Q2 2019 in Review

Kingsview Wealth Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2019, closing a stake of 33,433 shares — an estimated $2.06M sold.

Kingsview Wealth Management first reported a position in FYX in Q4 2018 and held it in 2 quarters. The position peaked at $2.06M in Q1 2019. 102 funds tracked by Wall St. Rank hold FYX as of Q2 2019.

Kingsview Wealth Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2019 after selling out during the quarter.
Kingsview Wealth Management sold 33,433 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2019, an estimated $2.06M.
Kingsview Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2018 and held it in 2 quarters.
Kingsview Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $2.06M in Q1 2019.
102 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2019.

Based on Kingsview Wealth Management's 13F filing for Q2 2019, filed 29 Jan 2020.