Total Clarity Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-509	Closed	-$39K	–	499
2022 Q2	$39K	Buy	+509	New	+$42.6K	0.02%	443
2022 Q1	–	Sell	-465	Closed	-$45K	–	467
2021 Q4	$45K	Buy	+465	New	+$44.7K	0.02%	427

Other funds holding FYX

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

Total Clarity Wealth Management's FYX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2022, closing a stake of 509 shares — an estimated $39K sold.

Total Clarity Wealth Management first reported a position in FYX in Q4 2021 and held it in 2 quarters. The position peaked at $45K in Q4 2021. 122 funds tracked by Wall St. Rank hold FYX as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 509 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2022, an estimated $39K.
Total Clarity Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
Total Clarity Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $45K in Q4 2021.
122 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.