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Portfolio Solutions’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Portfolio Solutions’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
2017
Q2 		– Sell
-299
Closed -$10K – 184
2017
Q1 		$10K Buy
+299
New +$10.3K ﹤0.01% 129

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Portfolio Solutions's FYT Position: Q2 2017 in Review

Portfolio Solutions sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2017, closing a stake of 299 shares — an estimated $10K sold.

Portfolio Solutions first reported a position in FYT in Q1 2017 and held it in 1 quarter. The position peaked at $10K in Q1 2017. 38 funds tracked by Wall St. Rank hold FYT as of Q2 2017.

  • Portfolio Solutions reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2017 after selling out during the quarter.
  • Portfolio Solutions sold 299 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2017, an estimated $10K.
  • Portfolio Solutions first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2017 and held it in 1 quarter.
  • Portfolio Solutions's First Trust Small Cap Value AlphaDEX Fund position peaked at $10K in Q1 2017.
  • 38 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2017.

Based on Portfolio Solutions's 13F filing for Q2 2017, filed 14 Jul 2017.