Capital Analysts LLC’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Capital Analysts LLC’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	$122K	Hold	1,968	–	–	﹤0.01%	747
2025 Q4	$112K	Hold	1,968	–	–	﹤0.01%	739
2025 Q3	$110K	Hold	1,968	–	–	﹤0.01%	709
2025 Q2	$99K	Hold	1,968	–	–	﹤0.01%	673
2025 Q1	$98K	Buy	1,968 +557	+39%	+$29.6K	﹤0.01%	647
2024 Q4	$78K	Hold	1,411	–	–	﹤0.01%	664
2024 Q3	$78K	Sell	1,411 -287	-17%	-$15.7K	﹤0.01%	631
2024 Q2	$88K	Hold	1,698	–	–	﹤0.01%	597
2024 Q1	$92K	Hold	1,698	–	–	﹤0.01%	561
2023 Q4	$92K	Hold	1,698	–	–	﹤0.01%	543
2023 Q3	$80K	Sell	1,698 -784	-32%	-$38K	﹤0.01%	523
2023 Q2	$114K	Sell	2,482 -164	-6%	-$7.28K	0.01%	448
2023 Q1	$121K	Hold	2,646	–	–	0.01%	442
2022 Q4	$119K	Sell	2,646 -158	-6%	-$7.14K	0.01%	470
2022 Q3	$114K	Buy	2,804 +539	+24%	+$25K	0.01%	421
2022 Q2	$100K	Hold	2,265	–	–	0.01%	430
2022 Q1	$116K	Buy	+2,265	New	+$117K	0.01%	409

Other funds holding FYT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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 $74.2B AUM 21.09% 1-Year Est. Return

Capital Analysts LLC's FYT Position: Q1 2026 in Review

Capital Analysts LLC held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q1 2026 at 1,968 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Capital Analysts LLC first reported a position in FYT in Q1 2022 and has held it in 17 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Capital Analysts LLC held 1,968 shares of First Trust Small Cap Value AlphaDEX Fund worth $122K as of Q1 2026.
Capital Analysts LLC left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #747 holding.
Capital Analysts LLC first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2022 and has held it in 17 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.