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Well Done LLC’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Well Done LLC’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
2024
Q1 		– Sell
-2,191
Closed -$201K – 191
2023
Q4 		$201K Buy
+2,191
New +$180K 0.04% 179

Other funds holding FYX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
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
UBS Group
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Well Done LLC's FYX Position: Q1 2024 in Review

Well Done LLC sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q1 2024, closing a stake of 2,191 shares — an estimated $201K sold.

Well Done LLC first reported a position in FYX in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 145 funds tracked by Wall St. Rank hold FYX as of Q1 2024.

  • Well Done LLC reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
  • Well Done LLC sold 2,191 First Trust Small Cap Core AlphaDEX Fund shares in Q1 2024, an estimated $201K.
  • Well Done LLC first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q4 2023 and held it in 1 quarter.
  • Well Done LLC's First Trust Small Cap Core AlphaDEX Fund position peaked at $201K in Q4 2023.
  • 145 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q1 2024.

Based on Well Done LLC's 13F filing for Q1 2024, filed 18 Apr 2024.