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 Q2	$88K	Sell	1,265 -703	-36%	-$46.5K	﹤0.01%	876
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 $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Capital Analysts LLC's FYT Position: Q2 2026 in Review

Capital Analysts LLC reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 36% in Q2 2026, selling an estimated $46.5K and leaving 1,265 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #876.

Capital Analysts LLC first reported a position in FYT in Q1 2022 and has held it in 18 quarters since. The position peaked at $122K in Q1 2026. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Capital Analysts LLC held 1,265 shares of First Trust Small Cap Value AlphaDEX Fund worth $88K as of Q2 2026.
Capital Analysts LLC sold 703 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $46.5K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #876 holding.
Capital Analysts LLC first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2022 and has held it in 18 quarters since.
Capital Analysts LLC's First Trust Small Cap Value AlphaDEX Fund position peaked at $122K in Q1 2026.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.