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

Strategic Investment Solutions’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
2023
Q4 		– Sell
-851
Closed -$71K – 1146
2023
Q3 		$71K Buy
+851
New +$71.8K ﹤0.01% 584

Other funds holding FYX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
UBS Group
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

Strategic Investment Solutions's FYX Position: Q4 2023 in Review

Strategic Investment Solutions sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2023, closing a stake of 851 shares — an estimated $71K sold.

Strategic Investment Solutions first reported a position in FYX in Q3 2023 and held it in 1 quarter. The position peaked at $71K in Q3 2023. 145 funds tracked by Wall St. Rank hold FYX as of Q4 2023.

  • Strategic Investment Solutions reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Strategic Investment Solutions sold 851 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2023, an estimated $71K.
  • Strategic Investment Solutions first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Strategic Investment Solutions's First Trust Small Cap Core AlphaDEX Fund position peaked at $71K in Q3 2023.
  • 145 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2023.

Based on Strategic Investment Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.