TD Waterhouse Canada’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

TD Waterhouse Canada’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
2023 Q2	–	Sell	-223	Closed	-$10.2K	–	1783
2023 Q1	$10.2K	Hold	223	–	–	﹤0.01%	1217
2022 Q4	$10.1K	Hold	223	–	–	﹤0.01%	1213
2022 Q3	$9.26K	Hold	223	–	–	﹤0.01%	1246
2022 Q2	$9.99K	Buy	+223	New	+$10.7K	﹤0.01%	1251

Other funds holding FYT

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

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

BIP

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

PAG

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

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

TD Waterhouse Canada's FYT Position: Q2 2023 in Review

TD Waterhouse Canada sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2023, closing a stake of 223 shares — an estimated $10.2K sold.

TD Waterhouse Canada first reported a position in FYT in Q2 2022 and held it in 4 quarters. The position peaked at $10.2K in Q1 2023. 58 funds tracked by Wall St. Rank hold FYT as of Q2 2023.

TD Waterhouse Canada reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
TD Waterhouse Canada sold 223 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2023, an estimated $10.2K.
TD Waterhouse Canada first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2022 and held it in 4 quarters.
TD Waterhouse Canada's First Trust Small Cap Value AlphaDEX Fund position peaked at $10.2K in Q1 2023.
58 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2023.

Based on TD Waterhouse Canada's 13F filing for Q2 2023, filed 13 Nov 2023.