Baird Financial Group’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Baird Financial Group’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	$500K	Buy	7,164 +500	+8%	+$33K	﹤0.01%	1541
2026 Q1	$412K	Buy	+6,664	New	+$410K	﹤0.01%	1534
2024 Q4	–	Sell	-25,145	Closed	-$1.4M	–	1778
2024 Q3	$1.4M	Buy	+25,145	New	+$1.37M	﹤0.01%	1068
2024 Q2	–	Sell	-39,152	Closed	-$2.13M	–	1785
2024 Q1	$2.13M	Buy	39,152 +1,879	+5%	+$98.6K	﹤0.01%	933
2023 Q4	$2.03M	Buy	+37,273	New	+$1.8M	﹤0.01%	931
2021 Q3	–	Sell	-46,240	Closed	-$2.35M	–	1885
2021 Q2	$2.35M	Buy	+46,240	New	+$2.4M	0.01%	850

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

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 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

Baird Financial Group's FYT Position: Q2 2026 in Review

Baird Financial Group increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 7.5% in Q2 2026, buying an estimated $33K and bringing the position to 7,164 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Baird Financial Group first reported a position in FYT in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.35M in Q2 2021. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Baird Financial Group held 7,164 shares of First Trust Small Cap Value AlphaDEX Fund worth $500K as of Q2 2026.
Baird Financial Group bought 500 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $33K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1541 holding.
Baird Financial Group first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2021 and has held it in 6 quarters since.
Baird Financial Group's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.35M in Q2 2021.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.