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Blueprint Financial Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Blueprint Financial Advisors’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
-230,423
Closed -$13.1M – 107
2025
Q4 		$13.1M Buy
230,423
+54,222
+31% +$3.03M 1.99% 10
2025
Q3 		$9.85M Buy
+176,201
New +$9.57M 2.13% 7

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 $43.3B AUM 29.3% 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

Blueprint Financial Advisors's FYT Position: Q1 2026 in Review

Blueprint Financial Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2026, closing a stake of 230,423 shares — an estimated $13.1M sold.

Blueprint Financial Advisors first reported a position in FYT in Q3 2025 and held it in 2 quarters. The position peaked at $13.1M in Q4 2025. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Blueprint Financial Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Blueprint Financial Advisors sold 230,423 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $13.1M.
  • Blueprint Financial Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2025 and held it in 2 quarters.
  • Blueprint Financial Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $13.1M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Blueprint Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.