Sweet Financial Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Sweet Financial 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
2022 Q4	–	Sell	-11,640	Closed	-$472K	–	168
2022 Q3	$472K	Hold	11,640	–	–	0.15%	95
2022 Q2	$513K	Hold	11,640	–	–	0.16%	82
2022 Q1	$595K	Hold	11,640	–	–	0.16%	80
2021 Q4	$618K	Buy	+11,640	New	+$609K	0.26%	54

Other funds holding FYT

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

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

RJFSA

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

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

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

BIP

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

RJA

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sweet Financial Partners's FYT Position: Q4 2022 in Review

Sweet Financial Partners sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2022, closing a stake of 11,640 shares — an estimated $472K sold.

Sweet Financial Partners first reported a position in FYT in Q4 2021 and held it in 4 quarters. The position peaked at $618K in Q4 2021. 64 funds tracked by Wall St. Rank hold FYT as of Q4 2022.

Sweet Financial Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2022 after selling out during the quarter.
Sweet Financial Partners sold 11,640 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2022, an estimated $472K.
Sweet Financial Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2021 and held it in 4 quarters.
Sweet Financial Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $618K in Q4 2021.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2022.

Based on Sweet Financial Partners's 13F filing for Q4 2022, filed 19 Jan 2023.