PFG Private Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

PFG Private Wealth Management’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 Q3	–	Sell	-513	Closed	-$42.2K	–	311
2023 Q2	$42.2K	Buy	+513	New	+$40.5K	0.02%	155

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJFSA

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

PFG Private Wealth Management's FYX Position: Q3 2023 in Review

PFG Private Wealth Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2023, closing a stake of 513 shares — an estimated $42.2K sold.

PFG Private Wealth Management first reported a position in FYX in Q2 2023 and held it in 1 quarter. The position peaked at $42.2K in Q2 2023. 133 funds tracked by Wall St. Rank hold FYX as of Q3 2023.

PFG Private Wealth Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 513 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2023, an estimated $42.2K.
PFG Private Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2023 and held it in 1 quarter.
PFG Private Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $42.2K in Q2 2023.
133 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.