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Hilltop National Bank’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Hilltop National Bank’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 		$7.87K Hold
143
– – ﹤0.01% 654
2024
Q3 		$7.94K Sell
143
-93
-39% -$5.08K ﹤0.01% 679
2024
Q2 		$12.2K Buy
+236
New +$12.3K ﹤0.01% 620

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

Hilltop National Bank's FYT Position: Q4 2024 in Review

Hilltop National Bank held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q4 2024 at 143 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Hilltop National Bank first reported a position in FYT in Q2 2024 and has held it in 3 quarters since. The position peaked at $12.2K in Q2 2024. 73 funds tracked by Wall St. Rank hold FYT as of Q4 2024.

  • Hilltop National Bank held 143 shares of First Trust Small Cap Value AlphaDEX Fund worth $7.87K as of Q4 2024.
  • Hilltop National Bank left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q4 2024.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Hilltop National Bank's portfolio in Q4 2024, its #654 holding.
  • Hilltop National Bank first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2024 and has held it in 3 quarters since.
  • Hilltop National Bank's First Trust Small Cap Value AlphaDEX Fund position peaked at $12.2K in Q2 2024.
  • 73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2024.

Based on Hilltop National Bank's 13F filing for Q4 2024, filed 10 Jan 2025.