Retirement Group’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Retirement 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
2024 Q1	$1.36K	Hold	25	–	–	﹤0.01%	692
2023 Q4	$1.36K	Hold	25	–	–	﹤0.01%	675
2023 Q3	$1.17K	Hold	25	–	–	﹤0.01%	628
2023 Q2	$1.15K	Hold	25	–	–	﹤0.01%	663
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	636
2022 Q4	$1K	Buy	+25	New	+$1.13K	﹤0.01%	573
2022 Q3	–	Sell	-25	Closed	-$1K	–	599
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	679
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	681
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	658
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	572
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	610
2021 Q1	$1K	Hold	25	–	–	﹤0.01%	675
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	608
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	604
2020 Q2	$1K	Buy	+25	New	+$687	﹤0.01%	587
2019 Q4	$1K	Buy	+25	New	+$901	﹤0.01%	590

Other funds holding FYT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Retirement Group's FYT Position: Q1 2024 in Review

Retirement Group held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q1 2024 at 25 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Retirement Group first reported a position in FYT in Q4 2019 and has held it in 16 quarters since. The position peaked at $1.36K in Q4 2023. 73 funds tracked by Wall St. Rank hold FYT as of Q1 2024.

Retirement Group held 25 shares of First Trust Small Cap Value AlphaDEX Fund worth $1.36K as of Q1 2024.
Retirement Group left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q1 2024.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #692 holding.
Retirement Group first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2019 and has held it in 16 quarters since.
Retirement Group's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.36K in Q4 2023.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.