Blueprint Investment Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Blueprint Investment Partners’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	–	136
2025 Q4	$13.1M	Buy	230,423 +54,222	+31%	+$3.03M	1.4%	13
2025 Q3	$9.85M	Buy	176,201 +54,166	+44%	+$2.94M	1.38%	15
2025 Q2	$6.15M	Sell	122,035 -141,549	-54%	-$6.8M	1.09%	23
2025 Q1	$13.1M	Sell	263,584 -25,149	-9%	-$1.34M	2.39%	13
2024 Q4	$15.9M	Buy	288,733 +32,743	+13%	+$1.85M	2.52%	10
2024 Q3	$14.2M	Buy	255,990 +4,428	+2%	+$242K	2.58%	9
2024 Q2	$13M	Sell	251,562 -7,727	-3%	-$403K	2.82%	11
2024 Q1	$14.1M	Buy	259,289 +1,595	+0.6%	+$83.7K	2.78%	10
2023 Q4	$14M	Buy	257,694 +961	+0.4%	+$46.5K	3.86%	7
2023 Q3	$12.1M	Buy	256,733 +2,304	+0.9%	+$112K	3.88%	7
2023 Q2	$11.7M	Buy	254,429 +58,386	+30%	+$2.59M	4.21%	6
2023 Q1	$8.96M	Buy	196,043 +112,945	+136%	+$5.45M	2.05%	10
2022 Q4	$3.74M	Buy	+83,098	New	+$3.75M	0.79%	29

Other funds holding FYT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $83.7B AUM 27.22% 1-Year Est. Return

Blueprint Investment Partners's FYT Position: Q1 2026 in Review

Blueprint Investment Partners 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 Investment Partners first reported a position in FYT in Q4 2022 and held it in 13 quarters. The position peaked at $15.9M in Q4 2024. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Blueprint Investment Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Blueprint Investment Partners sold 230,423 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $13.1M.
Blueprint Investment Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2022 and held it in 13 quarters.
Blueprint Investment Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $15.9M in Q4 2024.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Blueprint Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.