GJWM
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Gilliland Jeter Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Gilliland Jeter 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
2024
Q4 		– Sell
-3,000
Closed -$167K – 352
2024
Q3 		$167K Hold
3,000
– – 0.05% 185
2024
Q2 		$155K Hold
3,000
– – 0.05% 181
2024
Q1 		$163K Buy
+3,000
New +$157K 0.06% 181

Other funds holding FYT

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Gilliland Jeter Wealth Management's FYT Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2024, closing a stake of 3,000 shares — an estimated $167K sold.

Gilliland Jeter Wealth Management first reported a position in FYT in Q1 2024 and held it in 3 quarters. The position peaked at $167K in Q3 2024. 73 funds tracked by Wall St. Rank hold FYT as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 3,000 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2024, an estimated $167K.
  • Gilliland Jeter Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $167K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.