DB Wealth Management Group’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

DB Wealth Management 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
2022 Q4	–	Sell	-534	Closed	-$22K	–	359
2022 Q3	$22K	Buy	+534	New	+$24.7K	0.02%	219

Other funds holding FYT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

DB Wealth Management Group's FYT Position: Q4 2022 in Review

DB Wealth Management Group sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2022, closing a stake of 534 shares — an estimated $22K sold.

DB Wealth Management Group first reported a position in FYT in Q3 2022 and held it in 1 quarter. The position peaked at $22K in Q3 2022. 64 funds tracked by Wall St. Rank hold FYT as of Q4 2022.

DB Wealth Management Group reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
DB Wealth Management Group sold 534 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2022, an estimated $22K.
DB Wealth Management Group first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2022 and held it in 1 quarter.
DB Wealth Management Group's First Trust Small Cap Value AlphaDEX Fund position peaked at $22K in Q3 2022.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2022.

Based on DB Wealth Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.