Carson Wealth (CWM LLC)’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Carson Wealth (CWM 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
2025 Q3	–	Sell	-32	Closed	-$2K	–	5369
2025 Q2	$2K	Buy	+32	New	+$1.54K	﹤0.01%	4880
2025 Q1	–	Sell	-322	Closed	-$18K	–	5107
2024 Q4	$18K	Hold	322	–	–	﹤0.01%	3509
2024 Q3	$18K	Sell	322 -202	-39%	-$11K	﹤0.01%	3427
2024 Q2	$27K	Hold	524	–	–	﹤0.01%	2914
2024 Q1	$28K	Hold	524	–	–	﹤0.01%	2671
2023 Q4	$29K	Hold	524	–	–	﹤0.01%	2536
2023 Q3	$25K	Hold	524	–	–	﹤0.01%	2523
2023 Q2	$24K	Hold	524	–	–	﹤0.01%	2510
2023 Q1	$24K	Hold	524	–	–	﹤0.01%	2368
2022 Q4	$24K	Buy	+524	New	+$23.7K	﹤0.01%	2236
2015 Q4	–	Sell	-477	Closed	-$13K	–	709
2015 Q3	$13K	Buy	+477	New	+$14.1K	﹤0.01%	417

Other funds holding FYT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FYT Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2025, closing a stake of 32 shares — an estimated $2K sold.

Carson Wealth (CWM LLC) first reported a position in FYT in Q3 2015 and held it in 11 quarters. The position peaked at $29K in Q4 2023. 64 funds tracked by Wall St. Rank hold FYT as of Q3 2025.

Carson Wealth (CWM LLC) reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 32 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $2K.
Carson Wealth (CWM LLC) first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2015 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s First Trust Small Cap Value AlphaDEX Fund position peaked at $29K in Q4 2023.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.