WMG Financial Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

WMG Financial Advisors’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 Q1	–	Sell	-6,936	Closed	-$368K	–	180
2021 Q4	$368K	Buy	+6,936	New	+$363K	0.29%	95

Other funds holding FYT

Wells Fargo San Francisco, California $530B AUM 22.01% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

OPOWM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WMG Financial Advisors's FYT Position: Q1 2022 in Review

WMG Financial Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2022, closing a stake of 6,936 shares — an estimated $368K sold.

WMG Financial Advisors first reported a position in FYT in Q4 2021 and held it in 1 quarter. The position peaked at $368K in Q4 2021. 68 funds tracked by Wall St. Rank hold FYT as of Q1 2022.

WMG Financial Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
WMG Financial Advisors sold 6,936 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2022, an estimated $368K.
WMG Financial Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
WMG Financial Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $368K in Q4 2021.
68 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2022.

Based on WMG Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.