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Whitnell & Co’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Whitnell & Co’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
2018
Q1 		– Sell
-233
Closed -$9K – 416
2017
Q4 		$9K Buy
+233
New +$8.39K ﹤0.01% 230

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SAM
Sequent Asset Management Houston, Texas $237M AUM 21.65% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Whitnell & Co's FYT Position: Q1 2018 in Review

Whitnell & Co sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2018, closing a stake of 233 shares — an estimated $9K sold.

Whitnell & Co first reported a position in FYT in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 33 funds tracked by Wall St. Rank hold FYT as of Q1 2018.

  • Whitnell & Co reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2018 after selling out during the quarter.
  • Whitnell & Co sold 233 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2018, an estimated $9K.
  • Whitnell & Co first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2017 and held it in 1 quarter.
  • Whitnell & Co's First Trust Small Cap Value AlphaDEX Fund position peaked at $9K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2018.

Based on Whitnell & Co's 13F filing for Q1 2018, filed 4 May 2018.