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Leelyn Smith’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Leelyn Smith’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
Q3 		– Sell
-10,421
Closed -$531K – 366
2021
Q2 		$531K Buy
+10,421
New +$541K 0.16% 87

Other funds holding FYT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Leelyn Smith's FYT Position: Q3 2021 in Review

Leelyn Smith sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2021, closing a stake of 10,421 shares — an estimated $531K sold.

Leelyn Smith first reported a position in FYT in Q2 2021 and held it in 1 quarter. The position peaked at $531K in Q2 2021. 55 funds tracked by Wall St. Rank hold FYT as of Q3 2021.

  • Leelyn Smith reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2021 after selling out during the quarter.
  • Leelyn Smith sold 10,421 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2021, an estimated $531K.
  • Leelyn Smith first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2021 and held it in 1 quarter.
  • Leelyn Smith's First Trust Small Cap Value AlphaDEX Fund position peaked at $531K in Q2 2021.
  • 55 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2021.

Based on Leelyn Smith's 13F filing for Q3 2021, filed 12 Nov 2021.