Triumph Capital Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Triumph Capital Management’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 Q2	–	Sell	-20,188	Closed	-$1.03M	–	215
2022 Q1	$1.03M	Buy	20,188 +6,865	+52%	+$355K	0.45%	52
2021 Q4	$707K	Buy	+13,323	New	+$697K	0.31%	78

Other funds holding FYT

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

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

OPOWM

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

RJA

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Triumph Capital Management's FYT Position: Q2 2022 in Review

Triumph Capital Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2022, closing a stake of 20,188 shares — an estimated $1.03M sold.

Triumph Capital Management first reported a position in FYT in Q4 2021 and held it in 2 quarters. The position peaked at $1.03M in Q1 2022. 69 funds tracked by Wall St. Rank hold FYT as of Q2 2022.

Triumph Capital Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Triumph Capital Management sold 20,188 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2022, an estimated $1.03M.
Triumph Capital Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2021 and held it in 2 quarters.
Triumph Capital Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.03M in Q1 2022.
69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2022.

Based on Triumph Capital Management's 13F filing for Q2 2022, filed 2 Aug 2022.