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

Accel 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
2023 Q2	–	Sell	-24	Closed	-$1.1K	–	430
2023 Q1	$1.1K	Buy	24 +15	+167%	+$723	﹤0.01%	1159
2022 Q4	$410	Hold	9	–	–	﹤0.01%	1025
2022 Q3	$0	Hold	9	–	–	﹤0.01%	1070
2022 Q2	$0	Hold	9	–	–	﹤0.01%	1036
2022 Q1	$0	Buy	+9	New	+$466	﹤0.01%	944

Other funds holding FYT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Accel Wealth Management's FYT Position: Q2 2023 in Review

Accel Wealth Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2023, closing a stake of 24 shares — an estimated $1.1K sold.

Accel Wealth Management first reported a position in FYT in Q1 2022 and held it in 5 quarters. The position peaked at $1.1K in Q1 2023. 58 funds tracked by Wall St. Rank hold FYT as of Q2 2023.

Accel Wealth Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 24 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2023, an estimated $1.1K.
Accel Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2022 and held it in 5 quarters.
Accel Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.1K in Q1 2023.
58 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.