Winslow Evans & Crocker’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Winslow Evans & Crocker’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 Q4	$3K	Hold	35	–	–	﹤0.01%	1181
2020 Q3	$2K	Hold	35	–	–	﹤0.01%	1000
2020 Q2	$2K	Sell	35 -1	-3%	-$49	﹤0.01%	1030
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	1006
2019 Q4	$4K	Hold	36	–	–	﹤0.01%	995
2019 Q3	$4K	Hold	36	–	–	﹤0.01%	987
2019 Q2	$4K	Buy	+36	New	+$2.21K	﹤0.01%	998

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

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 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

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

HAFS

Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania $251M AUM 17.21% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Winslow Evans & Crocker's FYX Position: Q4 2020 in Review

Winslow Evans & Crocker held its First Trust Small Cap Core AlphaDEX Fund (FYX) position steady in Q4 2020 at 35 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1181.

Winslow Evans & Crocker first reported a position in FYX in Q2 2019 and has held it in 7 quarters since. The position peaked at $4K in Q4 2019. 104 funds tracked by Wall St. Rank hold FYX as of Q4 2020.

Winslow Evans & Crocker held 35 shares of First Trust Small Cap Core AlphaDEX Fund worth $3K as of Q4 2020.
Winslow Evans & Crocker left its First Trust Small Cap Core AlphaDEX Fund share count unchanged in Q4 2020.
First Trust Small Cap Core AlphaDEX Fund made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1181 holding.
Winslow Evans & Crocker first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q2 2019 and has held it in 7 quarters since.
Winslow Evans & Crocker's First Trust Small Cap Core AlphaDEX Fund position peaked at $4K in Q4 2019.
104 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.