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Tidemark’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Tidemark’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
2024
Q2 		– Sell
-2,329
Closed -$127K – 675
2024
Q1 		$127K Buy
2,329
+431
+23% +$22.6K 0.07% 147
2023
Q4 		$103K Buy
+1,898
New +$91.8K 0.06% 160

Other funds holding FYT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Tidemark's FYT Position: Q2 2024 in Review

Tidemark sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2024, closing a stake of 2,329 shares — an estimated $127K sold.

Tidemark first reported a position in FYT in Q4 2023 and held it in 2 quarters. The position peaked at $127K in Q1 2024. 69 funds tracked by Wall St. Rank hold FYT as of Q2 2024.

  • Tidemark reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2024 after selling out during the quarter.
  • Tidemark sold 2,329 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2024, an estimated $127K.
  • Tidemark first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2023 and held it in 2 quarters.
  • Tidemark's First Trust Small Cap Value AlphaDEX Fund position peaked at $127K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.