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Benjamin Edwards Inc’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Benjamin Edwards Inc’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 		– Sell
-13,970
Closed -$695K – 1173
2025
Q1 		$695K Buy
+13,970
New +$743K 0.01% 697

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Benjamin Edwards Inc's FYT Position: Q2 2025 in Review

Benjamin Edwards Inc sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2025, closing a stake of 13,970 shares — an estimated $695K sold.

Benjamin Edwards Inc first reported a position in FYT in Q1 2025 and held it in 1 quarter. The position peaked at $695K in Q1 2025. 65 funds tracked by Wall St. Rank hold FYT as of Q2 2025.

  • Benjamin Edwards Inc reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Benjamin Edwards Inc sold 13,970 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2025, an estimated $695K.
  • Benjamin Edwards Inc first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Benjamin Edwards Inc's First Trust Small Cap Value AlphaDEX Fund position peaked at $695K in Q1 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2025.

Based on Benjamin Edwards Inc's 13F filing for Q2 2025, filed 14 Aug 2025.