PMFA
FYX icon

Plante Moran Financial Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-285
Closed -$21K – 906
2022
Q3 		$21K Buy
+285
New +$23.2K ﹤0.01% 451

Other funds holding FYX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Janney Montgomery Scott
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

Plante Moran Financial Advisors's FYX Position: Q4 2022 in Review

Plante Moran Financial Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2022, closing a stake of 285 shares — an estimated $21K sold.

Plante Moran Financial Advisors first reported a position in FYX in Q3 2022 and held it in 1 quarter. The position peaked at $21K in Q3 2022. 128 funds tracked by Wall St. Rank hold FYX as of Q4 2022.

  • Plante Moran Financial Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 285 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $21K.
  • Plante Moran Financial Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $21K in Q3 2022.
  • 128 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.