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Rehmann Capital Advisory Group’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Rehmann Capital Advisory Group’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
2018
Q4 		– Sell
-44
Closed -$1.7K – 1944
2018
Q3 		$1.7K Buy
+44
New +$1.73K ﹤0.01% 1854

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
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
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Rehmann Capital Advisory Group's FYT Position: Q4 2018 in Review

Rehmann Capital Advisory Group sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2018, closing a stake of 44 shares — an estimated $1.7K sold.

Rehmann Capital Advisory Group first reported a position in FYT in Q3 2018 and held it in 1 quarter. The position peaked at $1.7K in Q3 2018. 34 funds tracked by Wall St. Rank hold FYT as of Q4 2018.

  • Rehmann Capital Advisory Group reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Rehmann Capital Advisory Group sold 44 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2018, an estimated $1.7K.
  • Rehmann Capital Advisory Group first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2018 and held it in 1 quarter.
  • Rehmann Capital Advisory Group's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.7K in Q3 2018.
  • 34 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2018.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2018, filed 12 Feb 2019.