Teamwork Financial Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Teamwork Financial 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
2020 Q2	–	Sell	-11,559	Closed	-$475K	–	193
2020 Q1	$475K	Sell	11,559 -2,378	-17%	-$134K	0.29%	64
2019 Q4	$905K	Buy	+13,937	New	+$866K	0.54%	41

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJFSA

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Teamwork Financial Advisors's FYX Position: Q2 2020 in Review

Teamwork Financial Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2020, closing a stake of 11,559 shares — an estimated $475K sold.

Teamwork Financial Advisors first reported a position in FYX in Q4 2019 and held it in 2 quarters. The position peaked at $905K in Q4 2019. 81 funds tracked by Wall St. Rank hold FYX as of Q2 2020.

Teamwork Financial Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2020 after selling out during the quarter.
Teamwork Financial Advisors sold 11,559 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2020, an estimated $475K.
Teamwork Financial Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2019 and held it in 2 quarters.
Teamwork Financial Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $905K in Q4 2019.
81 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2020.

Based on Teamwork Financial Advisors's 13F filing for Q2 2020, filed 13 Jul 2020.