BRWM
FYT icon

B. Riley Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

B. Riley 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
2014
Q2 		– Sell
-2,452
Closed -$80K – 1121
2014
Q1 		$80K Buy
+2,452
New +$77.3K 0.06% 352

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Management's FYT Position: Q2 2014 in Review

B. Riley Wealth Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2014, closing a stake of 2,452 shares — an estimated $80K sold.

B. Riley Wealth Management first reported a position in FYT in Q1 2014 and held it in 1 quarter. The position peaked at $80K in Q1 2014. 30 funds tracked by Wall St. Rank hold FYT as of Q2 2014.

  • B. Riley Wealth Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 2,452 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2014, an estimated $80K.
  • B. Riley Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2014 and held it in 1 quarter.
  • B. Riley Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $80K in Q1 2014.
  • 30 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2014.

Based on B. Riley Wealth Management's 13F filing for Q2 2014, filed 17 Jul 2014.