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Bellwether Investment Group’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-208
Closed -$7K – 845
2016
Q4 		$7K Buy
+208
New +$6.75K 0.01% 723
2016
Q2 		$6K Buy
+208
New +$5.9K 0.01% 475

Other funds holding FYT

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Bellwether Investment Group's FYT Position: Q1 2017 in Review

Bellwether Investment Group sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2017, closing a stake of 208 shares — an estimated $7K sold.

Bellwether Investment Group first reported a position in FYT in Q2 2016 and held it in 2 quarters. The position peaked at $7K in Q4 2016. 43 funds tracked by Wall St. Rank hold FYT as of Q1 2017.

  • Bellwether Investment Group reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 208 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2017, an estimated $7K.
  • Bellwether Investment Group first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's First Trust Small Cap Value AlphaDEX Fund position peaked at $7K in Q4 2016.
  • 43 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.