9WM
FYT icon

9258 Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

9258 Wealth Management’s Portfolio FYT Stock Details FYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$243K Buy
4,377
+273
+7% +$14.9K 0.04% 306
2024
Q2 		$212K Buy
4,104
+340
+9% +$17.8K 0.03% 323
2024
Q1 		$204K Buy
+3,764
New +$198K 0.03% 335

Other funds holding FYT

SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

9258 Wealth Management's FYT Position: Q3 2024 in Review

9258 Wealth Management increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 6.7% in Q3 2024, buying an estimated $14.9K and bringing the position to 4,377 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #306.

9258 Wealth Management first reported a position in FYT in Q1 2024 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold FYT as of Q3 2024.

  • 9258 Wealth Management held 4,377 shares of First Trust Small Cap Value AlphaDEX Fund worth $243K as of Q3 2024.
  • 9258 Wealth Management bought 273 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2024, an estimated $14.9K.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.04% of 9258 Wealth Management's portfolio in Q3 2024, its #306 holding.
  • 9258 Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2024 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.