BCI
FYT icon

Brinker Capital Investments’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Brinker Capital Investments’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
Q4 		– Sell
-65
Closed -$2K – 429
2014
Q3 		$2K Buy
65
+36
+124% +$1.14K ﹤0.01% 376
2014
Q2 		$1K Buy
+29
New +$926 ﹤0.01% 375

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Brinker Capital Investments's FYT Position: Q4 2014 in Review

Brinker Capital Investments sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2014, closing a stake of 65 shares — an estimated $2K sold.

Brinker Capital Investments first reported a position in FYT in Q2 2014 and held it in 2 quarters. The position peaked at $2K in Q3 2014. 23 funds tracked by Wall St. Rank hold FYT as of Q4 2014.

  • Brinker Capital Investments reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2014 after selling out during the quarter.
  • Brinker Capital Investments sold 65 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2014, an estimated $2K.
  • Brinker Capital Investments first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2014 and held it in 2 quarters.
  • Brinker Capital Investments's First Trust Small Cap Value AlphaDEX Fund position peaked at $2K in Q3 2014.
  • 23 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2014.

Based on Brinker Capital Investments's 13F filing for Q4 2014, filed 10 Feb 2015.