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

Advisory Alpha’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 Q1	$308K	Buy	4,991 +16	+0.3%	+$985	0.01%	450
2025 Q4	$282K	Buy	+4,975	New	+$278K	0.01%	436

Other funds holding FYT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisory Alpha's FYT Position: Q1 2026 in Review

Advisory Alpha increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.32% in Q1 2026, buying an estimated $985 and bringing the position to 4,991 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #450.

Advisory Alpha first reported a position in FYT in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Advisory Alpha held 4,991 shares of First Trust Small Cap Value AlphaDEX Fund worth $308K as of Q1 2026.
Advisory Alpha bought 16 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $985.
First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #450 holding.
Advisory Alpha first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.