Bank of Montreal’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Bank of Montreal’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	–	Sell	-189	Closed	-$11.7K	–	3937
2026 Q1	$11.7K	Buy	+189	New	+$11.6K	﹤0.01%	3544

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

Bank of Montreal's FYT Position: Q2 2026 in Review

Bank of Montreal sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026, closing a stake of 189 shares — an estimated $11.7K sold.

Bank of Montreal first reported a position in FYT in Q1 2026 and held it in 1 quarter. The position peaked at $11.7K in Q1 2026. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Bank of Montreal reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 189 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $11.7K.
Bank of Montreal first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
Bank of Montreal's First Trust Small Cap Value AlphaDEX Fund position peaked at $11.7K in Q1 2026.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.