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ORG Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

ORG Partners’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
2024
Q1 		– Sell
-15
Closed -$1.37K – 731
2023
Q4 		$1.37K Buy
+15
New +$1.23K ﹤0.01% 979

Other funds holding FYX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return
UBS Group
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ORG Partners's FYX Position: Q1 2024 in Review

ORG Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2024, closing a stake of 15 shares — an estimated $1.37K sold.

ORG Partners first reported a position in FYX in Q4 2023 and held it in 1 quarter. The position peaked at $1.37K in Q4 2023. 145 funds tracked by Wall St. Rank hold FYX as of Q1 2024.

  • ORG Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • ORG Partners sold 15 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2024, an estimated $1.37K.
  • ORG Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • ORG Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $1.37K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2024.

Based on ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.