One Plus One Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

One Plus One Wealth Management’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
2022 Q3	–	Sell	-123,249	Closed	-$5.43M	–	94
2022 Q2	$5.43M	Sell	123,249 -4,023	-3%	-$193K	4.11%	6
2022 Q1	$6.5M	Buy	127,272 +4,433	+4%	+$229K	4.31%	5
2021 Q4	$6.52M	Sell	122,839 -11,992	-9%	-$627K	4.5%	4
2021 Q3	$6.73M	Sell	134,831 -183	-0.1%	-$9.16K	4.85%	5
2021 Q2	$6.88M	Sell	135,014 -21,280	-14%	-$1.1M	4.74%	5
2021 Q1	$7.86M	Buy	+156,294	New	+$7.39M	6.15%	3

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

GVAG

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJA

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

PAG

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

One Plus One Wealth Management's FYT Position: Q3 2022 in Review

One Plus One Wealth Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2022, closing a stake of 123,249 shares — an estimated $5.43M sold.

One Plus One Wealth Management first reported a position in FYT in Q1 2021 and held it in 6 quarters. The position peaked at $7.86M in Q1 2021. 68 funds tracked by Wall St. Rank hold FYT as of Q3 2022.

One Plus One Wealth Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
One Plus One Wealth Management sold 123,249 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2022, an estimated $5.43M.
One Plus One Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2021 and held it in 6 quarters.
One Plus One Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $7.86M in Q1 2021.
68 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2022.

Based on One Plus One Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.