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Strategic Blueprint’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Strategic Blueprint’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
2021
Q3 		– Sell
-230
Closed -$21K – 735
2021
Q2 		$21K Buy
+230
New +$21.4K ﹤0.01% 810

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $251M AUM 17.21% 1-Year Est. Return
Janney Montgomery Scott
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

Strategic Blueprint's FYX Position: Q3 2021 in Review

Strategic Blueprint sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2021, closing a stake of 230 shares — an estimated $21K sold.

Strategic Blueprint first reported a position in FYX in Q2 2021 and held it in 1 quarter. The position peaked at $21K in Q2 2021. 117 funds tracked by Wall St. Rank hold FYX as of Q3 2021.

  • Strategic Blueprint reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Strategic Blueprint sold 230 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2021, an estimated $21K.
  • Strategic Blueprint first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Strategic Blueprint's First Trust Small Cap Core AlphaDEX Fund position peaked at $21K in Q2 2021.
  • 117 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2021.

Based on Strategic Blueprint's 13F filing for Q3 2021, filed 12 Nov 2021.