WealthOne’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

WealthOne’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
2019 Q1	–	Sell	-2,065	Closed	-$112K	–	244
2018 Q4	$112K	Buy	+2,065	New	+$125K	0.1%	110

Other funds holding FYX

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $321M AUM 18.23% 1-Year Est. Return

WealthOne's FYX Position: Q1 2019 in Review

WealthOne sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2019, closing a stake of 2,065 shares — an estimated $112K sold.

WealthOne first reported a position in FYX in Q4 2018 and held it in 1 quarter. The position peaked at $112K in Q4 2018. 105 funds tracked by Wall St. Rank hold FYX as of Q1 2019.

WealthOne reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
WealthOne sold 2,065 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2019, an estimated $112K.
WealthOne first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
WealthOne's First Trust Small Cap Core AlphaDEX Fund position peaked at $112K in Q4 2018.
105 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.