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Stifel Nicolaus & Co’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$706K Buy
24,564
+7,615
+45% +$212K 0.01% 769
2013
Q2 		$446K Buy
+16,949
New +$432K 0.01% 898

Other funds holding FYT

HA
Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

Stifel Nicolaus & Co's FYT Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 45% in Q3 2013, buying an estimated $212K and bringing the position to 24,564 shares worth $706K. The position accounts for 0.01% of the portfolio, ranked #769.

Stifel Nicolaus & Co first reported a position in FYT in Q2 2013 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold FYT as of Q3 2013.

  • Stifel Nicolaus & Co held 24,564 shares of First Trust Small Cap Value AlphaDEX Fund worth $706K as of Q3 2013.
  • Stifel Nicolaus & Co bought 7,615 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2013, an estimated $212K.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #769 holding.
  • Stifel Nicolaus & Co first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2013 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.