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Harvest Investment Services’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Harvest Investment Services’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
2021
Q4 		– Sell
-32,477
Closed -$1.62M – 279
2021
Q3 		$1.62M Sell
32,477
-12,218
-27% -$612K 0.66% 35
2021
Q2 		$2.27M Sell
44,695
-2,626
-6% -$136K 0.96% 19
2021
Q1 		$2.38M Buy
+47,321
New +$2.24M 1.07% 15

Other funds holding FYT

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harvest Investment Services's FYT Position: Q4 2021 in Review

Harvest Investment Services sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2021, closing a stake of 32,477 shares — an estimated $1.62M sold.

Harvest Investment Services first reported a position in FYT in Q1 2021 and held it in 3 quarters. The position peaked at $2.38M in Q1 2021. 62 funds tracked by Wall St. Rank hold FYT as of Q4 2021.

  • Harvest Investment Services reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
  • Harvest Investment Services sold 32,477 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2021, an estimated $1.62M.
  • Harvest Investment Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
  • Harvest Investment Services's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.38M in Q1 2021.
  • 62 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2021.

Based on Harvest Investment Services's 13F filing for Q4 2021, filed 31 Jan 2022.