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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-1,081	Closed	-$60.4K	–	1382
2025 Q3	$60.4K	Buy	1,081 +2	+0.2%	+$109	﹤0.01%	1011
2025 Q2	$54.4K	Buy	+1,079	New	+$51.9K	﹤0.01%	1264
2024 Q4	–	Sell	-6,840	Closed	-$380K	–	892
2024 Q3	$380K	Sell	6,840 -341	-5%	-$18.6K	0.02%	612
2024 Q2	$372K	Hold	7,181	–	–	0.01%	667
2024 Q1	$376K	Buy	7,181 +1,168	+19%	+$61.3K	0.02%	635
2023 Q4	$321K	Sell	6,013 -2,447	-29%	-$118K	0.02%	535
2023 Q3	$389K	Buy	8,460 +7	+0.1%	+$339	0.02%	567
2023 Q2	$386K	Buy	8,453 +7,236	+595%	+$321K	0.05%	352
2023 Q1	$55.6K	Buy	+1,217	New	+$58.7K	﹤0.01%	1225

Other funds holding FYT

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 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

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

KWM

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

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

PWS

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

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

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

Ameritas Advisory Services's FYT Position: Q4 2025 in Review

Ameritas Advisory Services sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2025, closing a stake of 1,081 shares — an estimated $60.4K sold.

Ameritas Advisory Services first reported a position in FYT in Q1 2023 and held it in 9 quarters. The position peaked at $389K in Q3 2023. 64 funds tracked by Wall St. Rank hold FYT as of Q4 2025.

Ameritas Advisory Services reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 1,081 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2025, an estimated $60.4K.
Ameritas Advisory Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2023 and held it in 9 quarters.
Ameritas Advisory Services's First Trust Small Cap Value AlphaDEX Fund position peaked at $389K in Q3 2023.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.