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

Valeo 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
2018
Q3 		– Sell
-2,227
Closed -$150K – 1811
2018
Q2 		$150K Buy
+2,227
New +$142K 0.02% 329

Other funds holding FYX

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Valeo Financial Advisors's FYX Position: Q3 2018 in Review

Valeo Financial Advisors sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q3 2018, closing a stake of 2,227 shares — an estimated $150K sold.

Valeo Financial Advisors first reported a position in FYX in Q2 2018 and held it in 1 quarter. The position peaked at $150K in Q2 2018. 98 funds tracked by Wall St. Rank hold FYX as of Q3 2018.

  • Valeo Financial Advisors reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 2,227 First Trust Small Cap Core AlphaDEX Fund shares in Q3 2018, an estimated $150K.
  • Valeo Financial Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's First Trust Small Cap Core AlphaDEX Fund position peaked at $150K in Q2 2018.
  • 98 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2018.

Based on Valeo Financial Advisors's 13F filing for Q3 2018, filed 1 Nov 2018.