Corient Private Wealth
FYT icon

Corient Private Wealth’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Corient Private Wealth’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 		$249K Hold
3,565
– – ﹤0.01% 2676
2026
Q1 		$220K Hold
3,565
– – ﹤0.01% 2500
2025
Q4 		$202K Buy
+3,565
New +$199K ﹤0.01% 2428

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Corient Private Wealth's FYT Position: Q2 2026 in Review

Corient Private Wealth held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q2 2026 at 3,565 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #2676.

Corient Private Wealth first reported a position in FYT in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Corient Private Wealth held 3,565 shares of First Trust Small Cap Value AlphaDEX Fund worth $249K as of Q2 2026.
  • Corient Private Wealth left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2676 holding.
  • Corient Private Wealth first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.