Stratos Wealth Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Stratos Wealth Partners’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
2021 Q4	–	Sell	-24,515	Closed	-$1.22M	–	1275
2021 Q3	$1.22M	Sell	24,515 -21,232	-46%	-$1.06M	0.03%	460
2021 Q2	$2.33M	Buy	45,747 +5,888	+15%	+$305K	0.06%	294
2021 Q1	$2M	Buy	+39,859	New	+$1.89M	0.06%	299

Other funds holding FYT

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

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

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

GVAG

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

RJFSA

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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

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

Stratos Wealth Partners's FYT Position: Q4 2021 in Review

Stratos Wealth Partners sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2021, closing a stake of 24,515 shares — an estimated $1.22M sold.

Stratos Wealth Partners first reported a position in FYT in Q1 2021 and held it in 3 quarters. The position peaked at $2.33M in Q2 2021. 62 funds tracked by Wall St. Rank hold FYT as of Q4 2021.

Stratos Wealth Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2021 after selling out during the quarter.
Stratos Wealth Partners sold 24,515 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2021, an estimated $1.22M.
Stratos Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2021 and held it in 3 quarters.
Stratos Wealth Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.33M in Q2 2021.
62 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2021.

Based on Stratos Wealth Partners's 13F filing for Q4 2021, filed 14 Jan 2022.