River Wealth Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

River Wealth 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
2019 Q1	–	Sell	-8	Closed	–	–	274
2018 Q4	$0	Hold	8	–	–	﹤0.01%	558
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	555
2018 Q2	$1K	Buy	+8	New	+$510	﹤0.01%	556

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

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

RJA

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HAFS

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

River Wealth Advisors's FYX Position: Q1 2019 in Review

River Wealth Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2019, closing a stake of 8 shares.

River Wealth Advisors first reported a position in FYX in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 105 funds tracked by Wall St. Rank hold FYX as of Q1 2019.

River Wealth Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 8 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2019.
River Wealth Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $1K in Q3 2018.
105 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.