RDA Financial Network’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

RDA Financial Network’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	-5,615	Closed	-$231K	–	224
2020 Q1	$231K	Sell	5,615 -2,371	-30%	-$134K	0.14%	149
2019 Q4	$504K	Sell	7,986 -605	-7%	-$37.6K	0.21%	118
2019 Q3	$537K	Buy	8,591 +822	+11%	+$49.3K	0.23%	104
2019 Q2	$476K	Sell	7,769 -149	-2%	-$9.13K	0.21%	116
2019 Q1	$500K	Buy	+7,918	New	+$481K	0.24%	104

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $321M AUM 18.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RDA Financial Network's FYX Position: Q2 2020 in Review

RDA Financial Network sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2020, closing a stake of 5,615 shares — an estimated $231K sold.

RDA Financial Network first reported a position in FYX in Q1 2019 and held it in 5 quarters. The position peaked at $537K in Q3 2019. 81 funds tracked by Wall St. Rank hold FYX as of Q2 2020.

RDA Financial Network reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
RDA Financial Network sold 5,615 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $231K.
RDA Financial Network first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2019 and held it in 5 quarters.
RDA Financial Network's First Trust Small Cap Core AlphaDEX Fund position peaked at $537K in Q3 2019.
81 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2020.

Based on RDA Financial Network's 13F filing for Q2 2020, filed 14 Jul 2020.