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Independent Portfolio Consultants’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Independent Portfolio Consultants’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
-480
Closed -$16K – 806
2017
Q1 		$16K Buy
+480
New +$16.5K 0.01% 679

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Independent Portfolio Consultants's FYT Position: Q2 2017 in Review

Independent Portfolio Consultants sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2017, closing a stake of 480 shares — an estimated $16K sold.

Independent Portfolio Consultants first reported a position in FYT in Q1 2017 and held it in 1 quarter. The position peaked at $16K in Q1 2017. 38 funds tracked by Wall St. Rank hold FYT as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 480 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2017, an estimated $16K.
  • Independent Portfolio Consultants first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Independent Portfolio Consultants's First Trust Small Cap Value AlphaDEX Fund position peaked at $16K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.