Signet Financial Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Signet Financial Management’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
2018 Q4	–	Sell	-950	Closed	-$66K	–	447
2018 Q3	$66K	Hold	950	–	–	0.01%	361
2018 Q2	$63K	Sell	950 -50	-5%	-$3.19K	0.01%	360
2018 Q1	$60K	Buy	+1,000	New	+$61.3K	0.01%	342

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

HAFS

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Signet Financial Management's FYX Position: Q4 2018 in Review

Signet Financial Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2018, closing a stake of 950 shares — an estimated $66K sold.

Signet Financial Management first reported a position in FYX in Q1 2018 and held it in 3 quarters. The position peaked at $66K in Q3 2018. 103 funds tracked by Wall St. Rank hold FYX as of Q4 2018.

Signet Financial Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
Signet Financial Management sold 950 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2018, an estimated $66K.
Signet Financial Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2018 and held it in 3 quarters.
Signet Financial Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $66K in Q3 2018.
103 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2018.

Based on Signet Financial Management's 13F filing for Q4 2018, filed 14 Feb 2019.