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

WealthSource 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
Q2 		– Sell
-10,301
Closed -$526K – 549
2022
Q1 		$526K Buy
+10,301
New +$533K 0.04% 333

Other funds holding FYT

Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WealthSource Partners's FYT Position: Q2 2022 in Review

WealthSource Partners sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2022, closing a stake of 10,301 shares — an estimated $526K sold.

WealthSource Partners first reported a position in FYT in Q1 2022 and held it in 1 quarter. The position peaked at $526K in Q1 2022. 69 funds tracked by Wall St. Rank hold FYT as of Q2 2022.

  • WealthSource Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • WealthSource Partners sold 10,301 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2022, an estimated $526K.
  • WealthSource Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • WealthSource Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $526K in Q1 2022.
  • 69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2022.

Based on WealthSource Partners's 13F filing for Q2 2022, filed 10 Aug 2022.