Money Concepts Capital’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Money Concepts Capital’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 Q1	–	Sell	-5,361	Closed	-$241K	–	1422
2022 Q4	$241K	Buy	+5,361	New	+$242K	0.01%	612
2022 Q2	–	Sell	-5,627	Closed	-$287K	–	1890
2022 Q1	$287K	Buy	+5,627	New	+$291K	0.02%	594
2021 Q1	$9K	Buy	+180	New	+$8.52K	﹤0.01%	653

Other funds holding FYT

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

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

BIP

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

RJA

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

Money Concepts Capital's FYT Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2023, closing a stake of 5,361 shares — an estimated $241K sold.

Money Concepts Capital first reported a position in FYT in Q1 2021 and held it in 3 quarters. The position peaked at $287K in Q1 2022. 67 funds tracked by Wall St. Rank hold FYT as of Q1 2023.

Money Concepts Capital reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 5,361 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2023, an estimated $241K.
Money Concepts Capital first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
Money Concepts Capital's First Trust Small Cap Value AlphaDEX Fund position peaked at $287K in Q1 2022.
67 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.