Advisory Services Network’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Advisory Services Network’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 Q1	–	Sell	-102	Closed	-$5.55K	–	2286
2023 Q4	$5.55K	Buy	+102	New	+$4.93K	﹤0.01%	3080
2023 Q2	–	Sell	-2,295	Closed	-$105K	–	2272
2023 Q1	$105K	Buy	2,295 +9	+0.4%	+$434	﹤0.01%	1625
2022 Q4	$103K	Buy	+2,286	New	+$103K	﹤0.01%	1601
2022 Q2	–	Sell	-4,914	Closed	-$251K	–	1420
2022 Q1	$251K	Buy	+4,914	New	+$254K	0.01%	1234
2021 Q3	–	Sell	-5,688	Closed	-$290K	–	2099
2021 Q2	$290K	Buy	5,688 +218	+4%	+$11.3K	0.01%	1104
2021 Q1	$275K	Buy	5,470 +5,406	+8,447%	+$256K	0.01%	1066
2020 Q4	$3K	Buy	+64	New	+$2.37K	﹤0.01%	2878

Other funds holding FYT

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

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

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

BIP

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

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

PAG

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Advisory Services Network's FYT Position: Q1 2024 in Review

Advisory Services Network sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2024, closing a stake of 102 shares — an estimated $5.55K sold.

Advisory Services Network first reported a position in FYT in Q4 2020 and held it in 7 quarters. The position peaked at $290K in Q2 2021. 73 funds tracked by Wall St. Rank hold FYT as of Q1 2024.

Advisory Services Network reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 102 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2024, an estimated $5.55K.
Advisory Services Network first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2020 and held it in 7 quarters.
Advisory Services Network's First Trust Small Cap Value AlphaDEX Fund position peaked at $290K in Q2 2021.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.