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Laurel Wealth Advisors (California)’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Laurel Wealth Advisors (California)’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
2016
Q2 		– Sell
-7,615
Closed -$216K – 294
2016
Q1 		$216K Hold
7,615
– – 0.11% 223
2015
Q4 		$206K Buy
+7,615
New +$217K 0.11% 225

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Laurel Wealth Advisors (California)'s FYT Position: Q2 2016 in Review

Laurel Wealth Advisors (California) sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2016, closing a stake of 7,615 shares — an estimated $216K sold.

Laurel Wealth Advisors (California) first reported a position in FYT in Q4 2015 and held it in 2 quarters. The position peaked at $216K in Q1 2016. 33 funds tracked by Wall St. Rank hold FYT as of Q2 2016.

  • Laurel Wealth Advisors (California) reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2016 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 7,615 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2016, an estimated $216K.
  • Laurel Wealth Advisors (California) first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2015 and held it in 2 quarters.
  • Laurel Wealth Advisors (California)'s First Trust Small Cap Value AlphaDEX Fund position peaked at $216K in Q1 2016.
  • 33 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2016.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2016, filed 11 Aug 2016.