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

Wealthfront’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
2015
Q2 		– Sell
-89
Closed -$3K – 1320
2015
Q1 		$3K Buy
+89
New +$2.9K ﹤0.01% 905

Other funds holding FYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VFS
VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthfront's FYT Position: Q2 2015 in Review

Wealthfront sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2015, closing a stake of 89 shares — an estimated $3K sold.

Wealthfront first reported a position in FYT in Q1 2015 and held it in 1 quarter. The position peaked at $3K in Q1 2015. 30 funds tracked by Wall St. Rank hold FYT as of Q2 2015.

  • Wealthfront reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2015 after selling out during the quarter.
  • Wealthfront sold 89 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2015, an estimated $3K.
  • Wealthfront first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2015 and held it in 1 quarter.
  • Wealthfront's First Trust Small Cap Value AlphaDEX Fund position peaked at $3K in Q1 2015.
  • 30 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2015.

Based on Wealthfront's 13F filing for Q2 2015, filed 18 Aug 2015.