Ownership history in Advisory Services Network, LLC Β· 34 quarters on record
This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in FIRST TRUST SMALL CAP CORE ALPHADEX FUND (FYX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Advisory Services Network, LLC underperformed the S&P 500 by β3.6% annually on this FYX position. Timing score: 28% (7/25 decisions correct). Average cost basis: $68.54. Maximum drawdown during holding period: β39.4%.
β οΈ Trailed SPY by 3.6% ann. on this position.
33 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 25 add/trim decisions correct
Best entry: $39.90 (2015 Q4) Β· Worst: $108.64 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
14 adds Β· 12 trims. Bought during 4 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size