Personal CFO Solutions’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Personal CFO Solutions’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 Q4	–	Sell	-3,084	Closed	-$307K	–	520
2024 Q3	$307K	Buy	3,084 +20	+0.7%	+$1.92K	0.04%	415
2024 Q2	$277K	Buy	3,064 +3	+0.1%	+$272	0.04%	409
2024 Q1	$285K	Buy	3,061 +89	+3%	+$7.97K	0.04%	410
2023 Q4	$272K	Sell	2,972 -399	-12%	-$32.8K	0.05%	398
2023 Q3	$272K	Buy	+3,371	New	+$285K	0.05%	344

Other funds holding FYX

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Personal CFO Solutions's FYX Position: Q4 2024 in Review

Personal CFO Solutions sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2024, closing a stake of 3,084 shares — an estimated $307K sold.

Personal CFO Solutions first reported a position in FYX in Q3 2023 and held it in 5 quarters. The position peaked at $307K in Q3 2024. 167 funds tracked by Wall St. Rank hold FYX as of Q4 2024.

Personal CFO Solutions reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 3,084 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2024, an estimated $307K.
Personal CFO Solutions first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2023 and held it in 5 quarters.
Personal CFO Solutions's First Trust Small Cap Core AlphaDEX Fund position peaked at $307K in Q3 2024.
167 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.