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

Tradition 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
2021 Q1	–	Sell	-725	Closed	-$56K	–	880
2020 Q4	$56K	Buy	+725	New	+$49.5K	0.01%	393

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

RJFSA

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

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

HAFS

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

Tradition Wealth Management's FYX Position: Q1 2021 in Review

Tradition Wealth Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2021, closing a stake of 725 shares — an estimated $56K sold.

Tradition Wealth Management first reported a position in FYX in Q4 2020 and held it in 1 quarter. The position peaked at $56K in Q4 2020. 112 funds tracked by Wall St. Rank hold FYX as of Q1 2021.

Tradition Wealth Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
Tradition Wealth Management sold 725 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2021, an estimated $56K.
Tradition Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2020 and held it in 1 quarter.
Tradition Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $56K in Q4 2020.
112 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2021.

Based on Tradition Wealth Management's 13F filing for Q1 2021, filed 14 May 2021.