HL Financial Services’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

HL Financial 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
2017 Q2	–	Sell	-6,482	Closed	-$221K	–	682
2017 Q1	$221K	Sell	6,482 -1,959	-23%	-$67.2K	﹤0.01%	625
2016 Q4	$294K	Sell	8,441 -546	-6%	-$17.7K	0.01%	559
2016 Q3	$277K	Sell	8,987 -672	-7%	-$20.3K	0.01%	550
2016 Q2	$274K	Buy	9,659 +137	+1%	+$3.88K	0.01%	554
2016 Q1	$271K	Buy	+9,522	New	+$245K	0.01%	544
2014 Q1	–	Sell	-10,877	Closed	-$347K	–	653
2013 Q4	$347K	Sell	10,877 -1,532	-12%	-$46.4K	0.01%	471
2013 Q3	$357K	Buy	12,409 +4,215	+51%	+$118K	0.01%	421
2013 Q2	$216K	Buy	+8,194	New	+$209K	0.01%	490

Other funds holding FYT

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

SAM

Sequent Asset Management Houston, Texas $225M AUM 15.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

HL Financial Services's FYT Position: Q2 2017 in Review

HL Financial Services sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2017, closing a stake of 6,482 shares — an estimated $221K sold.

HL Financial Services first reported a position in FYT in Q2 2013 and held it in 8 quarters. The position peaked at $357K in Q3 2013. 38 funds tracked by Wall St. Rank hold FYT as of Q2 2017.

HL Financial Services reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
HL Financial Services sold 6,482 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2017, an estimated $221K.
HL Financial Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2013 and held it in 8 quarters.
HL Financial Services's First Trust Small Cap Value AlphaDEX Fund position peaked at $357K in Q3 2013.
38 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2017.

Based on HL Financial Services's 13F filing for Q2 2017, filed 1 Aug 2017.