VisionPoint Advisory Group’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-3,197	Closed	-$208K	–	135
2019 Q4	$208K	Buy	+3,197	New	+$199K	0.09%	117

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

VisionPoint Advisory Group's FYX Position: Q1 2020 in Review

VisionPoint Advisory Group sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2020, closing a stake of 3,197 shares — an estimated $208K sold.

VisionPoint Advisory Group first reported a position in FYX in Q4 2019 and held it in 1 quarter. The position peaked at $208K in Q4 2019. 88 funds tracked by Wall St. Rank hold FYX as of Q1 2020.

VisionPoint Advisory Group reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
VisionPoint Advisory Group sold 3,197 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2020, an estimated $208K.
VisionPoint Advisory Group first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2019 and held it in 1 quarter.
VisionPoint Advisory Group's First Trust Small Cap Core AlphaDEX Fund position peaked at $208K in Q4 2019.
88 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2020.

Based on VisionPoint Advisory Group's 13F filing for Q1 2020, filed 15 May 2020.