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Maia Wealth’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Maia Wealth’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
2023
Q4 		$243K Buy
+4,474
New +$216K 0.1% 162

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Maia Wealth's FYT Position: Q4 2023 in Review

Maia Wealth opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2023: 4,474 shares worth $243K. The stake represents 0.1% of the portfolio and ranks #162 among its holdings.

69 funds tracked by Wall St. Rank hold FYT as of Q4 2023.

  • Maia Wealth held 4,474 shares of First Trust Small Cap Value AlphaDEX Fund worth $243K as of Q4 2023.
  • First Trust Small Cap Value AlphaDEX Fund was a new Maia Wealth position in Q4 2023.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.1% of Maia Wealth's portfolio in Q4 2023, its #162 holding.
  • 69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2023.

Based on Maia Wealth's 13F filing for Q4 2023, filed 13 Feb 2024.