Rehmann Capital Advisory Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	$126K	Buy	2,103 +80	+4%	+$4.8K	0.02%	392
2019 Q2	$124K	Sell	2,023 -513	-20%	-$31.4K	0.02%	550
2019 Q1	$156K	Buy	2,536 +2,023	+394%	+$123K	0.02%	468
2018 Q4	$27.8K	Hold	513	–	–	﹤0.01%	768
2018 Q3	$35.4K	Hold	513	–	–	﹤0.01%	934
2018 Q2	$33.9K	Hold	513	–	–	﹤0.01%	910
2018 Q1	$31K	Buy	+513	New	+$31.4K	﹤0.01%	921

Other funds holding FYX

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJFSA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HAFS

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

Rehmann Capital Advisory Group's FYX Position: Q3 2019 in Review

Rehmann Capital Advisory Group increased its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 4% in Q3 2019, buying an estimated $4.8K and bringing the position to 2,103 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #392.

Rehmann Capital Advisory Group first reported a position in FYX in Q1 2018 and has held it in 7 quarters since. The position peaked at $156K in Q1 2019. 103 funds tracked by Wall St. Rank hold FYX as of Q3 2019.

Rehmann Capital Advisory Group held 2,103 shares of First Trust Small Cap Core AlphaDEX Fund worth $126K as of Q3 2019.
Rehmann Capital Advisory Group bought 80 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2019, an estimated $4.8K.
First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #392 holding.
Rehmann Capital Advisory Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $156K in Q1 2019.
103 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.