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Vantage Investment Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Vantage Investment 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 		$15K Hold
224
– – ﹤0.01% 465
2018
Q2 		$15K Buy
+224
New +$14.3K ﹤0.01% 464

Other funds holding FYX

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $238M AUM 28.94% 1-Year Est. Return
BB&T Securities
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
Raymond James & Associates
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 $672B AUM 33.48% 1-Year Est. Return

Vantage Investment Advisors's FYX Position: Q3 2018 in Review

Vantage Investment Advisors held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q3 2018 at 224 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Vantage Investment Advisors first reported a position in FYX in Q2 2018 and has held it in 2 quarters since. 97 funds tracked by Wall St. Rank hold FYX as of Q3 2018.

  • Vantage Investment Advisors held 224 shares of First Trust Small Cap Core AlphaDEX Fund worth $15K as of Q3 2018.
  • Vantage Investment Advisors left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q3 2018.
  • First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #465 holding.
  • Vantage Investment Advisors first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2018 and has held it in 2 quarters since.
  • 97 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.