Sage Private Wealth Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-88	Closed	-$6K	–	98
2022 Q3	$6K	Hold	88	–	–	0.01%	164
2022 Q2	$7K	Hold	88	–	–	0.01%	150
2022 Q1	$8K	Buy	88 +1	+1%	+$91	0.01%	152
2021 Q4	$8K	Hold	87	–	–	0.01%	146
2021 Q3	$8K	Hold	87	–	–	0.01%	149
2021 Q2	$8K	Hold	87	–	–	0.01%	141
2021 Q1	$8K	Hold	87	–	–	0.01%	146
2020 Q4	$7K	Buy	+87	New	+$5.94K	0.02%	137

Other funds holding FYX

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

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

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

RJFSA

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

Sage Private Wealth Group's FYX Position: Q4 2022 in Review

Sage Private Wealth Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2022, closing a stake of 88 shares — an estimated $6K sold.

Sage Private Wealth Group first reported a position in FYX in Q4 2020 and held it in 8 quarters. The position peaked at $8K in Q1 2022. 128 funds tracked by Wall St. Rank hold FYX as of Q4 2022.

Sage Private Wealth Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 88 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2022, an estimated $6K.
Sage Private Wealth Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $8K in Q1 2022.
128 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.