Cambridge Investment Research Advisors
FYT icon

Cambridge Investment Research Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Cambridge Investment Research 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
Q2 		$998K Sell
14,293
-180,171
-93% -$11.9M ﹤0.01% 2150
2026
Q1 		$12M Buy
194,464
+177,385
+1,039% +$10.9M 0.03% 548
2025
Q4 		$968K Sell
17,079
-284
-2% -$15.8K ﹤0.01% 2122
2025
Q3 		$970K Sell
17,363
-157
-0.9% -$8.53K ﹤0.01% 2079
2025
Q2 		$884K Buy
17,520
+4,564
+35% +$219K ﹤0.01% 2050
2025
Q1 		$644K Sell
12,956
-300
-2% -$16K ﹤0.01% 2204
2024
Q4 		$729K Sell
13,256
-505
-4% -$28.6K ﹤0.01% 2119
2024
Q3 		$764K Buy
13,761
+672
+5% +$36.7K ﹤0.01% 2065
2024
Q2 		$677K Buy
13,089
+10
+0.1% +$522 ﹤0.01% 2054
2024
Q1 		$711K Sell
13,079
-2,105
-14% -$111K ﹤0.01% 1975
2023
Q4 		$826K Buy
15,184
+1,321
+10% +$63.9K ﹤0.01% 1780
2023
Q3 		$651K Sell
13,863
-1,040
-7% -$50.4K ﹤0.01% 1870
2023
Q2 		$687K Sell
14,903
-341
-2% -$15.1K ﹤0.01% 1892
2023
Q1 		$696K Buy
15,244
+459
+3% +$22.1K ﹤0.01% 1834
2022
Q4 		$666K Sell
14,785
-6,022
-29% -$272K ﹤0.01% 1802
2022
Q3 		$843K Sell
20,807
-950
-4% -$44K ﹤0.01% 1585
2022
Q2 		$958K Sell
21,757
-433
-2% -$20.7K 0.01% 1506
2022
Q1 		$1.13M Buy
22,190
+6,213
+39% +$321K 0.01% 1483
2021
Q4 		$848K Buy
15,977
+2,570
+19% +$134K ﹤0.01% 1695
2021
Q3 		$669K Sell
13,407
-11,675
-47% -$585K ﹤0.01% 1820
2021
Q2 		$1.28M Buy
25,082
+3,958
+19% +$205K 0.01% 1361
2021
Q1 		$1.06M Buy
21,124
+12,070
+133% +$571K 0.01% 1399
2020
Q4 		$376K Buy
9,054
+61
+0.7% +$2.26K ﹤0.01% 1968
2020
Q3 		$277K Buy
8,993
+74
+0.8% +$2.34K ﹤0.01% 1996
2020
Q2 		$269K Buy
+8,919
New +$245K ﹤0.01% 1964
2020
Q1 		– Sell
-6,918
Closed -$265K – 2348
2019
Q4 		$265K Sell
6,918
-299
-4% -$10.8K ﹤0.01% 1989
2019
Q3 		$250K Buy
7,217
+124
+2% +$4.17K ﹤0.01% 1957
2019
Q2 		$245K Sell
7,093
-461
-6% -$16.1K ﹤0.01% 1879
2019
Q1 		$265K Sell
7,554
-206
-3% -$7.2K ﹤0.01% 1884
2018
Q4 		$240K Sell
7,760
-506
-6% -$17.7K ﹤0.01% 1808
2018
Q3 		$320K Buy
8,266
+1,023
+14% +$40.2K ﹤0.01% 1756
2018
Q2 		$279K Buy
7,243
+139
+2% +$5.19K ﹤0.01% 1780
2018
Q1 		$252K Sell
7,104
-1,176
-14% -$43K ﹤0.01% 1801
2017
Q4 		$305K Buy
8,280
+151
+2% +$5.44K ﹤0.01% 1643
2017
Q3 		$290K Buy
8,129
+643
+9% +$21.7K ﹤0.01% 1567
2017
Q2 		$255K Sell
7,486
-28,147
-79% -$951K ﹤0.01% 1611
2017
Q1 		$1.22M Buy
35,633
+1,388
+4% +$47.6K 0.02% 642
2016
Q4 		$1.19M Buy
34,245
+19,716
+136% +$640K 0.02% 595
2016
Q3 		$448K Buy
+14,529
New +$439K 0.01% 1099
2015
Q4 		– Sell
-13,448
Closed -$368K – 1595
2015
Q3 		$368K Buy
+13,448
New +$396K 0.01% 920
2015
Q2 		– Sell
-10,508
Closed -$351K – 1460
2015
Q1 		$351K Buy
+10,508
New +$343K 0.01% 979
2014
Q4 		– Sell
-11,716
Closed -$349K – 1418
2014
Q3 		$349K Sell
11,716
-2,234
-16% -$70.8K 0.01% 1014
2014
Q2 		$459K Buy
13,950
+600
+4% +$19.2K 0.02% 800
2014
Q1 		$435K Buy
+13,350
New +$421K 0.02% 780

Other funds holding FYT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
PWP
Prasad Wealth Partners Independence, Ohio $416M AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors's FYT Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 93% in Q2 2026, selling an estimated $11.9M and leaving 14,293 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Cambridge Investment Research Advisors first reported a position in FYT in Q1 2014 and has held it in 44 quarters since. The position peaked at $12M in Q1 2026. 23 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Cambridge Investment Research Advisors held 14,293 shares of First Trust Small Cap Value AlphaDEX Fund worth $998K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 180,171 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $11.9M.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2150 holding.
  • Cambridge Investment Research Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2014 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $12M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.