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Action Point Financial Planning’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$29K Buy
+416
New +$27.5K ﹤0.01% 1003

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Action Point Financial Planning's FYT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 416 shares worth $29K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings.

73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Action Point Financial Planning held 416 shares of First Trust Small Cap Value AlphaDEX Fund worth $29K as of Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1003 holding.
  • 73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.