LexAurum Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

LexAurum Advisors’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
2018 Q4	–	Sell	-47,357	Closed	-$1.83M	–	158
2018 Q3	$1.83M	Buy	+47,357	New	+$1.86M	1.29%	24
2018 Q2	–	Sell	-37,768	Closed	-$1.34M	–	151
2018 Q1	$1.34M	Buy	37,768 +4,676	+14%	+$171K	1.13%	22
2017 Q4	$1.27M	Buy	+33,092	New	+$1.19M	1.19%	19

Other funds holding FYT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LexAurum Advisors's FYT Position: Q4 2018 in Review

LexAurum Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2018, closing a stake of 47,357 shares — an estimated $1.83M sold.

LexAurum Advisors first reported a position in FYT in Q4 2017 and held it in 3 quarters. The position peaked at $1.83M in Q3 2018. 34 funds tracked by Wall St. Rank hold FYT as of Q4 2018.

LexAurum Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
LexAurum Advisors sold 47,357 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2018, an estimated $1.83M.
LexAurum Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2017 and held it in 3 quarters.
LexAurum Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.83M in Q3 2018.
34 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2018.

Based on LexAurum Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.