Koshinski Asset Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Koshinski Asset 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
2022 Q2	–	Sell	-1,525	Closed	-$140K	–	1117
2022 Q1	$140K	Hold	1,525	–	–	0.01%	713
2021 Q4	$148K	Sell	1,525 -200	-12%	-$19.2K	0.01%	720
2021 Q3	$158K	Buy	+1,725	New	+$158K	0.01%	684

Other funds holding FYX

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

RJA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Koshinski Asset Management's FYX Position: Q2 2022 in Review

Koshinski Asset Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2022, closing a stake of 1,525 shares — an estimated $140K sold.

Koshinski Asset Management first reported a position in FYX in Q3 2021 and held it in 3 quarters. The position peaked at $158K in Q3 2021. 128 funds tracked by Wall St. Rank hold FYX as of Q2 2022.

Koshinski Asset Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 1,525 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2022, an estimated $140K.
Koshinski Asset Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2021 and held it in 3 quarters.
Koshinski Asset Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $158K in Q3 2021.
128 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.