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DHJJ Financial Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

DHJJ Financial 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
2024
Q2 		– Sell
-74
Closed -$4.02K – 838
2024
Q1 		$4.02K Hold
74
– – ﹤0.01% 512
2023
Q4 		$4.03K Hold
74
– – ﹤0.01% 506
2023
Q3 		$3.48K Buy
+74
New +$3.58K ﹤0.01% 514

Other funds holding FYT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

DHJJ Financial Advisors's FYT Position: Q2 2024 in Review

DHJJ Financial Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2024, closing a stake of 74 shares — an estimated $4.02K sold.

DHJJ Financial Advisors first reported a position in FYT in Q3 2023 and held it in 3 quarters. The position peaked at $4.03K in Q4 2023. 69 funds tracked by Wall St. Rank hold FYT as of Q2 2024.

  • DHJJ Financial Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • DHJJ Financial Advisors sold 74 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2024, an estimated $4.02K.
  • DHJJ Financial Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2023 and held it in 3 quarters.
  • DHJJ Financial Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $4.03K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2024.

Based on DHJJ Financial Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.