M&T Bank’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

M&T Bank’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
2018 Q1	–	Sell	-3,310	Closed	-$202K	–	1598
2017 Q4	$202K	Buy	+3,310	New	+$198K	﹤0.01%	1428

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

HAFS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

M&T Bank's FYX Position: Q1 2018 in Review

M&T Bank sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2018, closing a stake of 3,310 shares — an estimated $202K sold.

M&T Bank first reported a position in FYX in Q4 2017 and held it in 1 quarter. The position peaked at $202K in Q4 2017. 86 funds tracked by Wall St. Rank hold FYX as of Q1 2018.

M&T Bank reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
M&T Bank sold 3,310 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2018, an estimated $202K.
M&T Bank first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
M&T Bank's First Trust Small Cap Core AlphaDEX Fund position peaked at $202K in Q4 2017.
86 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2018.

Based on M&T Bank's 13F filing for Q1 2018, filed 4 May 2018.