Wealthcare Advisory Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Wealthcare Advisory 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
2021 Q2	–	Sell	-1,245	Closed	-$113K	–	1043
2021 Q1	$113K	Buy	+1,245	New	+$109K	0.01%	637
2020 Q2	–	Sell	-3,396	Closed	-$140K	–	729
2020 Q1	$140K	Buy	3,396 +2,466	+265%	+$139K	0.02%	317
2019 Q4	$60K	Hold	930	–	–	0.01%	511
2019 Q3	$56K	Hold	930	–	–	0.01%	505
2019 Q2	$57K	Hold	930	–	–	0.01%	476
2019 Q1	$57K	Hold	930	–	–	0.01%	434
2018 Q4	$50K	Hold	930	–	–	0.01%	425
2018 Q3	$64K	Hold	930	–	–	0.01%	420
2018 Q2	$61K	Hold	930	–	–	0.01%	426
2018 Q1	$56K	Hold	930	–	–	0.01%	379
2017 Q4	$57K	Hold	930	–	–	0.01%	350
2017 Q3	$55K	Buy	930 +540	+138%	+$30.1K	0.02%	291
2017 Q2	$22K	Hold	390	–	–	0.01%	62
2017 Q1	$21K	Hold	390	–	–	0.01%	64
2016 Q4	$21K	Hold	390	–	–	0.01%	65
2016 Q3	$19K	Hold	390	–	–	0.01%	57
2016 Q2	$18K	Buy	+390	New	+$17.7K	0.01%	70

Other funds holding FYX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJA

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

RJFSA

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

Wealthcare Advisory Partners's FYX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2021, closing a stake of 1,245 shares — an estimated $113K sold.

Wealthcare Advisory Partners first reported a position in FYX in Q2 2016 and held it in 17 quarters. The position peaked at $140K in Q1 2020. 125 funds tracked by Wall St. Rank hold FYX as of Q2 2021.

Wealthcare Advisory Partners reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,245 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2021, an estimated $113K.
Wealthcare Advisory Partners first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2016 and held it in 17 quarters.
Wealthcare Advisory Partners's First Trust Small Cap Core AlphaDEX Fund position peaked at $140K in Q1 2020.
125 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.