Ameriprise
FYT icon

Ameriprise’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Ameriprise’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
-12,966
Closed -$592K – 3937
2023
Q1 		$592K Buy
+12,966
New +$625K ﹤0.01% 3360
2017
Q3 		– Sell
-7,228
Closed -$249K – 3700
2017
Q2 		$249K Sell
7,228
-15,003
-67% -$507K ﹤0.01% 3489
2017
Q1 		$759K Buy
22,231
+15,294
+220% +$525K ﹤0.01% 3020
2016
Q4 		$242K Sell
6,937
-505
-7% -$16.4K ﹤0.01% 3585
2016
Q3 		$230K Buy
+7,442
New +$225K ﹤0.01% 3526
2015
Q2 		– Sell
-6,730
Closed -$236K – 4039
2015
Q1 		$236K Sell
6,730
-2,794
-29% -$91.1K ﹤0.01% 3519
2014
Q4 		$314K Buy
9,524
+2,001
+27% +$62.7K ﹤0.01% 3307
2014
Q3 		$224K Buy
7,523
+2,075
+38% +$65.8K ﹤0.01% 3353
2014
Q2 		$177K Buy
5,448
+2,869
+111% +$91.6K ﹤0.01% 3372
2014
Q1 		$84K Sell
2,579
-307
-11% -$9.67K ﹤0.01% 3572
2013
Q4 		$92K Buy
2,886
+202
+8% +$6.12K ﹤0.01% 3415
2013
Q3 		$77K Buy
2,684
+1,600
+148% +$44.6K ﹤0.01% 3580
2013
Q2 		$29K Buy
+1,084
New +$27.6K ﹤0.01% 4053

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise's FYT Position: Q2 2023 in Review

Ameriprise sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2023, closing a stake of 12,966 shares — an estimated $592K sold.

Ameriprise first reported a position in FYT in Q2 2013 and held it in 13 quarters. The position peaked at $759K in Q1 2017. 58 funds tracked by Wall St. Rank hold FYT as of Q2 2023.

  • Ameriprise reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Ameriprise sold 12,966 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2023, an estimated $592K.
  • Ameriprise first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2013 and held it in 13 quarters.
  • Ameriprise's First Trust Small Cap Value AlphaDEX Fund position peaked at $759K in Q1 2017.
  • 58 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2023.

Based on Ameriprise's 13F filing for Q2 2023, filed 14 Aug 2023.