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

Advisory Advocates’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	$328K	Buy	4,704 +1	+0%	+$66	0.28%	127
2026 Q1	$291K	Buy	4,703 +1	+0%	+$62	0.3%	122
2025 Q4	$267K	Buy	+4,702	New	+$262K	0.27%	127

Other funds holding FYT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisory Advocates's FYT Position: Q2 2026 in Review

Advisory Advocates increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.02% in Q2 2026, buying an estimated $66 and bringing the position to 4,704 shares worth $328K. The position accounts for 0.28% of the portfolio, ranked #127.

Advisory Advocates first reported a position in FYT in Q4 2025 and has held it in 3 quarters since. 71 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Advisory Advocates held 4,704 shares of First Trust Small Cap Value AlphaDEX Fund worth $328K as of Q2 2026.
Advisory Advocates bought 1 First Trust Small Cap Value AlphaDEX Fund share in Q2 2026, an estimated $66.
First Trust Small Cap Value AlphaDEX Fund made up 0.28% of Advisory Advocates's portfolio in Q2 2026, its #127 holding.
Advisory Advocates first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
71 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.