Arkadios Wealth Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Arkadios Wealth Advisors’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	-5,527	Closed	-$253K	–	626
2023 Q1	$253K	Buy	5,527 +210	+4%	+$10.1K	0.03%	485
2022 Q4	$239K	Buy	+5,317	New	+$240K	0.03%	463
2022 Q3	–	Sell	-4,703	Closed	-$207K	–	548
2022 Q2	$207K	Buy	4,703 +9	+0.2%	+$431	0.03%	501
2022 Q1	$240K	Buy	4,694 +205	+5%	+$10.6K	0.03%	484
2021 Q4	$238K	Buy	4,489 +16	+0.4%	+$837	0.03%	504
2021 Q3	$223K	Buy	4,473 +410	+10%	+$20.5K	0.03%	478
2021 Q2	$206K	Buy	4,063 +2,107	+108%	+$109K	0.03%	524
2021 Q1	$98K	Buy	1,956 +204	+12%	+$9.65K	0.02%	540
2020 Q4	$72K	Buy	+1,752	New	+$64.8K	0.02%	490

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

Arkadios Wealth Advisors's FYT Position: Q2 2023 in Review

Arkadios Wealth Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2023, closing a stake of 5,527 shares — an estimated $253K sold.

Arkadios Wealth Advisors first reported a position in FYT in Q4 2020 and held it in 9 quarters. The position peaked at $253K in Q1 2023. 58 funds tracked by Wall St. Rank hold FYT as of Q2 2023.

Arkadios Wealth Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
Arkadios Wealth Advisors sold 5,527 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2023, an estimated $253K.
Arkadios Wealth Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2020 and held it in 9 quarters.
Arkadios Wealth Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $253K in Q1 2023.
58 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2023.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2023, filed 26 Jul 2023.