Pursue Wealth Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Pursue Wealth Partners’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	-15,000	Closed	-$675K	–	101
2022 Q4	$675K	Hold	15,000	–	–	0.52%	55
2022 Q3	$608K	Hold	15,000	–	–	0.44%	53
2022 Q2	$660K	Hold	15,000	–	–	0.42%	56
2022 Q1	$740K	Hold	15,000	–	–	0.31%	66
2021 Q4	$796K	Buy	+15,000	New	+$785K	0.31%	68

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

Pursue Wealth Partners's FYT Position: Q1 2023 in Review

Pursue Wealth Partners sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2023, closing a stake of 15,000 shares — an estimated $675K sold.

Pursue Wealth Partners first reported a position in FYT in Q4 2021 and held it in 5 quarters. The position peaked at $796K in Q4 2021. 67 funds tracked by Wall St. Rank hold FYT as of Q1 2023.

Pursue Wealth Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2023 after selling out during the quarter.
Pursue Wealth Partners sold 15,000 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2023, an estimated $675K.
Pursue Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2021 and held it in 5 quarters.
Pursue Wealth Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $796K in Q4 2021.
67 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2023.

Based on Pursue Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.