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

Professional 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 Q1	–	Sell	-2,991	Closed	-$290K	–	486
2021 Q4	$290K	Sell	2,991 -23	-0.8%	-$2.21K	0.13%	84
2021 Q3	$276K	Sell	3,014 -40	-1%	-$3.65K	0.16%	77
2021 Q2	$284K	Buy	+3,054	New	+$284K	0.16%	79

Other funds holding FYX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Professional Financial Advisors's FYX Position: Q1 2022 in Review

Professional Financial Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2022, closing a stake of 2,991 shares — an estimated $290K sold.

Professional Financial Advisors first reported a position in FYX in Q2 2021 and held it in 3 quarters. The position peaked at $290K in Q4 2021. 126 funds tracked by Wall St. Rank hold FYX as of Q1 2022.

Professional Financial Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
Professional Financial Advisors sold 2,991 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2022, an estimated $290K.
Professional Financial Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2021 and held it in 3 quarters.
Professional Financial Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $290K in Q4 2021.
126 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.