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

Avantax 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 Q2	$631K	Sell	12,519 -1,754	-12%	-$84.3K	﹤0.01%	1452
2025 Q1	$710K	Sell	14,273 -354	-2%	-$18.8K	﹤0.01%	1296
2024 Q4	$805K	Buy	14,627 +339	+2%	+$19.2K	0.01%	1148
2024 Q3	$794K	Sell	14,288 -59	-0.4%	-$3.22K	0.01%	1146
2024 Q2	$742K	Buy	14,347 +4,387	+44%	+$229K	0.01%	1137
2024 Q1	$541K	Buy	9,960 +3,785	+61%	+$199K	﹤0.01%	996
2023 Q4	$336K	Buy	+6,175	New	+$299K	﹤0.01%	1182

Other funds holding FYT

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

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

KWM

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

PWS

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Avantax Advisory Services's FYT Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 12% in Q2 2025, selling an estimated $84.3K and leaving 12,519 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Avantax Advisory Services first reported a position in FYT in Q4 2023 and has held it in 7 quarters since. The position peaked at $805K in Q4 2024. 65 funds tracked by Wall St. Rank hold FYT as of Q2 2025.

Avantax Advisory Services held 12,519 shares of First Trust Small Cap Value AlphaDEX Fund worth $631K as of Q2 2025.
Avantax Advisory Services sold 1,754 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2025, an estimated $84.3K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1452 holding.
Avantax Advisory Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2023 and has held it in 7 quarters since.
Avantax Advisory Services's First Trust Small Cap Value AlphaDEX Fund position peaked at $805K in Q4 2024.
65 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.