Cetera Investment Advisers’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Cetera Investment Advisers’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	$3.72M	Buy	60,279 +4,268	+8%	+$263K	﹤0.01%	1722
2025 Q4	$3.17M	Buy	56,011 +5,618	+11%	+$313K	﹤0.01%	1810
2025 Q3	$2.82M	Buy	50,393 +16,732	+50%	+$909K	﹤0.01%	1882
2025 Q2	$1.7M	Buy	33,661 +9,923	+42%	+$477K	﹤0.01%	1971
2025 Q1	$1.18M	Buy	23,738 +6,676	+39%	+$355K	﹤0.01%	2131
2024 Q4	$939K	Buy	17,062 +4,936	+41%	+$279K	﹤0.01%	2201
2024 Q3	$674K	Buy	+12,126	New	+$662K	﹤0.01%	2409

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 $43.3B AUM 29.3% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers's FYT Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 7.6% in Q1 2026, buying an estimated $263K and bringing the position to 60,279 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #1722.

Cetera Investment Advisers first reported a position in FYT in Q3 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Cetera Investment Advisers held 60,279 shares of First Trust Small Cap Value AlphaDEX Fund worth $3.72M as of Q1 2026.
Cetera Investment Advisers bought 4,268 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $263K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1722 holding.
Cetera Investment Advisers first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.