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Laurel Wealth Advisors (California)’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Laurel Wealth Advisors (California)’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
2020
Q1 		– Sell
-7,596
Closed -$493K – 389
2019
Q4 		$493K Buy
7,596
+2
+0% +$124 0.08% 256
2019
Q3 		$456K Buy
7,594
+65
+0.9% +$3.9K 0.08% 266
2019
Q2 		$463K Sell
7,529
-478
-6% -$29.3K 0.1% 220
2019
Q1 		$494K Buy
8,007
+1,419
+22% +$86.2K 0.12% 193
2018
Q4 		$356K Buy
6,588
+1
+0% +$61 0.1% 216
2018
Q3 		$454K Buy
6,587
+548
+9% +$37.5K 0.11% 206
2018
Q2 		$398K Sell
6,039
-72
-1% -$4.59K 0.11% 211
2018
Q1 		$367K Buy
6,111
+2
+0% +$123 0.11% 206
2017
Q4 		$373K Hold
6,109
– – 0.11% 212
2017
Q3 		$360K Sell
6,109
-98
-2% -$5.46K 0.12% 192
2017
Q2 		$345K Hold
6,207
– – 0.12% 191
2017
Q1 		$337K Buy
6,207
+89
+1% +$4.82K 0.13% 180
2016
Q4 		$329K Buy
6,118
+513
+9% +$26.2K 0.15% 166
2016
Q3 		$279K Sell
5,605
-68
-1% -$3.32K 0.13% 186
2016
Q2 		$261K Sell
5,673
-537
-9% -$24.4K 0.13% 195
2016
Q1 		$280K Hold
6,210
– – 0.14% 182
2015
Q4 		$274K Buy
+6,210
New +$284K 0.14% 190

Other funds holding FYX

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FYX Position: Q1 2020 in Review

Laurel Wealth Advisors (California) sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2020, closing a stake of 7,596 shares — an estimated $493K sold.

Laurel Wealth Advisors (California) first reported a position in FYX in Q4 2015 and held it in 17 quarters. The position peaked at $494K in Q1 2019. 88 funds tracked by Wall St. Rank hold FYX as of Q1 2020.

  • Laurel Wealth Advisors (California) reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 7,596 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $493K.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2015 and held it in 17 quarters.
  • Laurel Wealth Advisors (California)'s First Trust Small Cap Core AlphaDEX Fund position peaked at $494K in Q1 2019.
  • 88 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2020.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2020, filed 15 May 2020.