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

Sanctuary 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
2024
Q3 		– Sell
-17,091
Closed -$886K – 2555
2024
Q2 		$886K Buy
+17,091
New +$892K 0.01% 1266

Other funds holding FYT

SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sanctuary Advisors's FYT Position: Q3 2024 in Review

Sanctuary Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2024, closing a stake of 17,091 shares — an estimated $886K sold.

Sanctuary Advisors first reported a position in FYT in Q2 2024 and held it in 1 quarter. The position peaked at $886K in Q2 2024. 74 funds tracked by Wall St. Rank hold FYT as of Q3 2024.

  • Sanctuary Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2024 after selling out during the quarter.
  • Sanctuary Advisors sold 17,091 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2024, an estimated $886K.
  • Sanctuary Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2024 and held it in 1 quarter.
  • Sanctuary Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $886K in Q2 2024.
  • 74 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2024.

Based on Sanctuary Advisors's 13F filing for Q3 2024, filed 25 Nov 2024.