MGO One Seven’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

MGO One Seven’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
2024 Q1	–	Sell	-6,185	Closed	-$336K	–	928
2023 Q4	$336K	Sell	6,185 -5,330	-46%	-$258K	0.02%	670
2023 Q3	$541K	Sell	11,515 -5,135	-31%	-$249K	0.04%	408
2023 Q2	$767K	Hold	16,650	–	–	0.07%	305
2023 Q1	$761K	Buy	16,650 +6,175	+59%	+$298K	0.05%	356
2022 Q4	$472K	Buy	10,475 +350	+3%	+$15.8K	0.05%	410
2022 Q3	$410	Hold	10,125	–	–	0.02%	439
2022 Q2	$446K	Hold	10,125	–	–	0.06%	353
2022 Q1	$517K	Buy	+10,125	New	+$524K	0.06%	357
2021 Q3	–	Sell	-14,715	Closed	-$749K	–	618
2021 Q2	$749K	Buy	+14,715	New	+$763K	0.1%	242

Other funds holding FYT

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

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

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

BFEC

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

MGO One Seven's FYT Position: Q1 2024 in Review

MGO One Seven sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2024, closing a stake of 6,185 shares — an estimated $336K sold.

MGO One Seven first reported a position in FYT in Q2 2021 and held it in 9 quarters. The position peaked at $767K in Q2 2023. 73 funds tracked by Wall St. Rank hold FYT as of Q1 2024.

MGO One Seven reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
MGO One Seven sold 6,185 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2024, an estimated $336K.
MGO One Seven first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2021 and held it in 9 quarters.
MGO One Seven's First Trust Small Cap Value AlphaDEX Fund position peaked at $767K in Q2 2023.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2024.

Based on MGO One Seven's 13F filing for Q1 2024, filed 14 May 2024.