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 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 $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

Baird Financial Group's FYT Position: Q1 2026 in Review

Baird Financial Group opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2026: 6,664 shares worth $412K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Baird Financial Group previously reported a position in FYT as recently as Q3 2024.

Baird Financial Group first reported a position in FYT in Q2 2021 and has held it in 5 quarters since. The position peaked at $2.35M in Q2 2021. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Baird Financial Group held 6,664 shares of First Trust Small Cap Value AlphaDEX Fund worth $412K as of Q1 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Baird Financial Group position in Q1 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1534 holding.
Baird Financial Group first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2021 and has held it in 5 quarters since.
Baird Financial Group's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.35M in Q2 2021.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.