Level Four Advisory Services’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-15,026
Closed -$924K 519
2019
Q2
$924K Buy
15,026
+128
+0.9% +$7.85K 0.09% 213
2019
Q1
$919K Buy
+14,898
New +$905K 0.1% 200

Other funds holding FYX

Level Four Advisory Services's FYX Position: Q3 2019 in Review

Level Four Advisory Services sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2019, closing a stake of 15,026 shares — an estimated $924K sold.

Level Four Advisory Services first reported a position in FYX in Q1 2019 and held it in 2 quarters. The position peaked at $924K in Q2 2019. 103 funds tracked by Wall St. Rank hold FYX as of Q3 2019.

  • Level Four Advisory Services reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Level Four Advisory Services sold 15,026 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2019, an estimated $924K.
  • Level Four Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2019 and held it in 2 quarters.
  • Level Four Advisory Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $924K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2019.

Based on Level Four Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.