Tyler-Stone Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-168	Closed	-$15.2K	–	542
2024 Q2	$15.2K	Hold	168	–	–	0.01%	581
2024 Q1	$15.7K	Hold	168	–	–	0.01%	569
2023 Q4	$15.4K	Hold	168	–	–	0.01%	556
2023 Q3	$14K	Hold	168	–	–	0.01%	539
2023 Q2	$14K	Buy	+168	New	+$13.3K	0.01%	541
2022 Q4	$5K	Hold	68	–	–	﹤0.01%	652
2022 Q3	$5K	Hold	68	–	–	﹤0.01%	639
2022 Q2	$5K	Hold	68	–	–	﹤0.01%	664
2022 Q1	$6K	Hold	68	–	–	﹤0.01%	646
2021 Q4	$7K	Buy	+68	New	+$6.54K	﹤0.01%	653

Other funds holding FYX

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Tyler-Stone Wealth Management's FYX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2024, closing a stake of 168 shares — an estimated $15.2K sold.

Tyler-Stone Wealth Management first reported a position in FYX in Q4 2021 and held it in 10 quarters. The position peaked at $15.7K in Q1 2024. 153 funds tracked by Wall St. Rank hold FYX as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 168 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2024, an estimated $15.2K.
Tyler-Stone Wealth Management first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's First Trust Small Cap Core AlphaDEX Fund position peaked at $15.7K in Q1 2024.
153 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.