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

Realta Investment 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
2020
Q1 		– Sell
-350
Closed -$13K – 713
2019
Q4 		$13K Hold
350
– – ﹤0.01% 1061
2019
Q3 		$12K Buy
350
+2
+0.6% +$67 ﹤0.01% 1065
2019
Q2 		$12K Buy
348
+1
+0.3% +$35 ﹤0.01% 1080
2019
Q1 		$12K Buy
+347
New +$12.1K 0.01% 870

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Realta Investment Advisors's FYT Position: Q1 2020 in Review

Realta Investment Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2020, closing a stake of 350 shares — an estimated $13K sold.

Realta Investment Advisors first reported a position in FYT in Q1 2019 and held it in 4 quarters. The position peaked at $13K in Q4 2019. 24 funds tracked by Wall St. Rank hold FYT as of Q1 2020.

  • Realta Investment Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 350 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2020, an estimated $13K.
  • Realta Investment Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $13K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.