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

Peterson Wealth Advisors’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
2020
Q2 		– Sell
-7,788
Closed -$320K – 50
2020
Q1 		$320K Buy
+7,788
New +$440K 0.21% 36

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HAFS
Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Peterson Wealth Advisors's FYX Position: Q2 2020 in Review

Peterson Wealth Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2020, closing a stake of 7,788 shares — an estimated $320K sold.

Peterson Wealth Advisors first reported a position in FYX in Q1 2020 and held it in 1 quarter. The position peaked at $320K in Q1 2020. 81 funds tracked by Wall St. Rank hold FYX as of Q2 2020.

  • Peterson Wealth Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
  • Peterson Wealth Advisors sold 7,788 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $320K.
  • Peterson Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2020 and held it in 1 quarter.
  • Peterson Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $320K in Q1 2020.
  • 81 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2020.

Based on Peterson Wealth Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.