PFA
FYT icon

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

Pinnacle Family 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
Q2 		– Sell
-19,835
Closed -$906K – 109
2023
Q1 		$906K Buy
+19,835
New +$956K 0.55% 39

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SS
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Pinnacle Family Advisors's FYT Position: Q2 2023 in Review

Pinnacle Family Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2023, closing a stake of 19,835 shares — an estimated $906K sold.

Pinnacle Family Advisors first reported a position in FYT in Q1 2023 and held it in 1 quarter. The position peaked at $906K in Q1 2023. 58 funds tracked by Wall St. Rank hold FYT as of Q2 2023.

  • Pinnacle Family Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Pinnacle Family Advisors sold 19,835 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2023, an estimated $906K.
  • Pinnacle Family Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Pinnacle Family Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $906K in Q1 2023.
  • 58 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2023.

Based on Pinnacle Family Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.