Verus Capital Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Verus Capital Partners’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
2020 Q1	$50K	Sell	1,206 -3,889	-76%	-$220K	0.02%	495
2019 Q4	$331K	Buy	+5,095	New	+$317K	0.11%	144

Other funds holding FYX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Verus Capital Partners's FYX Position: Q1 2020 in Review

Verus Capital Partners reduced its First Trust Small Cap Core AlphaDEX Fund (FYX) stake by 76% in Q1 2020, selling an estimated $220K and leaving 1,206 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #495.

Verus Capital Partners first reported a position in FYX in Q4 2019 and has held it in 2 quarters since. The position peaked at $331K in Q4 2019. 88 funds tracked by Wall St. Rank hold FYX as of Q1 2020.

Verus Capital Partners held 1,206 shares of First Trust Small Cap Core AlphaDEX Fund worth $50K as of Q1 2020.
Verus Capital Partners sold 3,889 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $220K.
First Trust Small Cap Core AlphaDEX Fund made up 0.02% of Verus Capital Partners's portfolio in Q1 2020, its #495 holding.
Verus Capital Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2019 and has held it in 2 quarters since.
Verus Capital Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $331K in Q4 2019.
88 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2020.

Based on Verus Capital Partners's 13F filing for Q1 2020, filed 26 May 2020.