Maia Wealth’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Maia Wealth’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 Q4	$234K	Buy	+2,561	New	+$210K	0.09%	168

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

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

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

RJFSA

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

Maia Wealth's FYX Position: Q4 2023 in Review

Maia Wealth opened a new position in First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2023: 2,561 shares worth $234K. The stake represents 0.09% of the portfolio and ranks #168 among its holdings.

145 funds tracked by Wall St. Rank hold FYX as of Q4 2023.

Maia Wealth held 2,561 shares of First Trust Small Cap Core AlphaDEX Fund worth $234K as of Q4 2023.
First Trust Small Cap Core AlphaDEX Fund was a new Maia Wealth position in Q4 2023.
First Trust Small Cap Core AlphaDEX Fund made up 0.09% of Maia Wealth's portfolio in Q4 2023, its #168 holding.
145 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.