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Centaurus Financial’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Centaurus Financial’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
Q1 		– Sell
-10,031
Closed -$552K – 908
2024
Q4 		$552K Buy
+10,031
New +$568K 0.03% 413

Other funds holding FYT

BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Centaurus Financial's FYT Position: Q1 2025 in Review

Centaurus Financial sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2025, closing a stake of 10,031 shares — an estimated $552K sold.

Centaurus Financial first reported a position in FYT in Q4 2024 and held it in 1 quarter. The position peaked at $552K in Q4 2024. 69 funds tracked by Wall St. Rank hold FYT as of Q1 2025.

  • Centaurus Financial reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Centaurus Financial sold 10,031 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2025, an estimated $552K.
  • Centaurus Financial first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Centaurus Financial's First Trust Small Cap Value AlphaDEX Fund position peaked at $552K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2025.

Based on Centaurus Financial's 13F filing for Q1 2025, filed 15 May 2025.