M&T Bank’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

M&T Bank’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 Q3	–	Sell	-7,712	Closed	-$218K	–	1731
2016 Q2	$218K	Buy	+7,712	New	+$219K	﹤0.01%	1417
2015 Q1	–	Sell	-7,981	Closed	-$263K	–	2114
2014 Q4	$263K	Sell	7,981 -130	-2%	-$4.07K	﹤0.01%	1571
2014 Q3	$242K	Buy	+8,111	New	+$257K	﹤0.01%	1740

Other funds holding FYT

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

SAM

Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return

M&T Bank's FYT Position: Q3 2016 in Review

M&T Bank sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2016, closing a stake of 7,712 shares — an estimated $218K sold.

M&T Bank first reported a position in FYT in Q3 2014 and held it in 3 quarters. The position peaked at $263K in Q4 2014. 31 funds tracked by Wall St. Rank hold FYT as of Q3 2016.

M&T Bank reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2016 after selling out during the quarter.
M&T Bank sold 7,712 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2016, an estimated $218K.
M&T Bank first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2014 and held it in 3 quarters.
M&T Bank's First Trust Small Cap Value AlphaDEX Fund position peaked at $263K in Q4 2014.
31 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2016.

Based on M&T Bank's 13F filing for Q3 2016, filed 4 Nov 2016.