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

NewEdge 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
2023 Q4	–	Sell	-1,639	Closed	-$77K	–	3794
2023 Q3	$77K	Sell	1,639 -289	-15%	-$14K	﹤0.01%	1934
2023 Q2	$88.8K	Buy	1,928 +916	+91%	+$40.7K	﹤0.01%	1890
2023 Q1	$46.2K	Buy	1,012 +24	+2%	+$1.16K	﹤0.01%	2036
2022 Q4	$44	Buy	+988	New	+$44.6K	﹤0.01%	3492

Other funds holding FYT

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

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

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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

NewEdge Advisors's FYT Position: Q4 2023 in Review

NewEdge Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2023, closing a stake of 1,639 shares — an estimated $77K sold.

NewEdge Advisors first reported a position in FYT in Q4 2022 and held it in 4 quarters. The position peaked at $88.8K in Q2 2023. 69 funds tracked by Wall St. Rank hold FYT as of Q4 2023.

NewEdge Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
NewEdge Advisors sold 1,639 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2023, an estimated $77K.
NewEdge Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2022 and held it in 4 quarters.
NewEdge Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $88.8K in Q2 2023.
69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.