Mach-1 Financial Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Mach-1 Financial Group’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
2023 Q2	–	Sell	-91	Closed	-$7.33M	–	248
2023 Q1	$7.33M	Buy	+91	New	+$7.59K	0.05%	156
2022 Q4	–	Sell	-91	Closed	-$6K	–	264
2022 Q3	$6K	Hold	91	–	–	0.01%	264
2022 Q2	$6K	Buy	+91	New	+$7.62K	﹤0.01%	287

Other funds holding FYX

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

RJA

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

HAFS

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

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

RJFSA

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

Mach-1 Financial Group's FYX Position: Q2 2023 in Review

Mach-1 Financial Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2023, closing a stake of 91 shares — an estimated $7.33M sold.

Mach-1 Financial Group first reported a position in FYX in Q2 2022 and held it in 3 quarters. The position peaked at $7.33M in Q1 2023. 124 funds tracked by Wall St. Rank hold FYX as of Q2 2023.

Mach-1 Financial Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Mach-1 Financial Group sold 91 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2023, an estimated $7.33M.
Mach-1 Financial Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2022 and held it in 3 quarters.
Mach-1 Financial Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $7.33M in Q1 2023.
124 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2023.

Based on Mach-1 Financial Group's 13F filing for Q2 2023, filed 28 Jul 2023.