Partnervest 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
2014
Q3
Sell
-102
Closed -$5K 389
2014
Q2
$5K Hold
102
﹤0.01% 822
2014
Q1
$5K Buy
+102
New +$4.87K ﹤0.01% 794

Other funds holding FYX

Partnervest Advisory Services's FYX Position: Q3 2014 in Review

Partnervest Advisory Services sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2014, closing a stake of 102 shares — an estimated $5K sold.

Partnervest Advisory Services first reported a position in FYX in Q1 2014 and held it in 2 quarters. The position peaked at $5K in Q2 2014. 57 funds tracked by Wall St. Rank hold FYX as of Q3 2014.

  • Partnervest Advisory Services reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 102 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2014, an estimated $5K.
  • Partnervest Advisory Services first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2014 and held it in 2 quarters.
  • Partnervest Advisory Services's First Trust Small Cap Core AlphaDEX Fund position peaked at $5K in Q2 2014.
  • 57 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.