SeaCrest Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

SeaCrest Wealth Management’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
2022 Q3	–	Sell	-2,726	Closed	-$120K	–	952
2022 Q2	$120K	Buy	+2,726	New	+$131K	0.02%	787

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

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

RJA

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

PAG

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

SeaCrest Wealth Management's FYT Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2022, closing a stake of 2,726 shares — an estimated $120K sold.

SeaCrest Wealth Management first reported a position in FYT in Q2 2022 and held it in 1 quarter. The position peaked at $120K in Q2 2022. 68 funds tracked by Wall St. Rank hold FYT as of Q3 2022.

SeaCrest Wealth Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 2,726 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2022, an estimated $120K.
SeaCrest Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2022 and held it in 1 quarter.
SeaCrest Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $120K in Q2 2022.
68 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.