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Belpointe Asset Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Belpointe Asset Management’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 		– Sell
-14,362
Closed -$814K – 1115
2025
Q4 		$814K Sell
14,362
-84
-0.6% -$4.69K 0.03% 505
2025
Q3 		$807K Buy
14,446
+1,050
+8% +$57K 0.03% 479
2025
Q2 		$676K Buy
13,396
+18
+0.1% +$865 0.03% 481
2025
Q1 		$665K Sell
13,378
-1,835
-12% -$97.6K 0.03% 465
2024
Q4 		$852K Buy
15,213
+633
+4% +$35.8K 0.05% 359
2024
Q3 		$810K Sell
14,580
-1,664
-10% -$90.9K 0.05% 359
2024
Q2 		$841K Sell
16,244
-5,647
-26% -$295K 0.06% 312
2024
Q1 		$1.19M Sell
21,891
-2,587
-11% -$136K 0.09% 223
2023
Q4 		$1.33M Sell
24,478
-1,762
-7% -$85.2K 0.12% 168
2023
Q3 		$1.23M Sell
26,240
-11,374
-30% -$551K 0.13% 163
2023
Q2 		$1.73M Buy
37,614
+328
+0.9% +$14.6K 0.18% 110
2023
Q1 		$1.7M Sell
37,286
-862
-2% -$41.6K 0.09% 229
2022
Q4 		$1.72M Buy
38,148
+32,653
+594% +$1.47M 0.1% 197
2022
Q3 		$223K Buy
+5,495
New +$255K 0.02% 787
2020
Q4 		– Sell
-29,666
Closed -$914K – 962
2020
Q3 		$914K Buy
+29,666
New +$939K 0.1% 222

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Belpointe Asset Management's FYT Position: Q1 2026 in Review

Belpointe Asset Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2026, closing a stake of 14,362 shares — an estimated $814K sold.

Belpointe Asset Management first reported a position in FYT in Q3 2020 and held it in 15 quarters. The position peaked at $1.73M in Q2 2023. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Belpointe Asset Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 14,362 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $814K.
  • Belpointe Asset Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2020 and held it in 15 quarters.
  • Belpointe Asset Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.73M in Q2 2023.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.