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
Q1 		$220K Sell
3,565
-3,565
-50% -$219K ﹤0.01% 2500
2025
Q4 		$404K Buy
+7,130
New +$398K ﹤0.01% 2439

Other funds holding FYT

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Corient Private Wealth's FYT Position: Q1 2026 in Review

Corient Private Wealth reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 50% in Q1 2026, selling an estimated $219K and leaving 3,565 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2500.

Corient Private Wealth first reported a position in FYT in Q4 2025 and has held it in 2 quarters since. The position peaked at $404K in Q4 2025. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Corient Private Wealth held 3,565 shares of First Trust Small Cap Value AlphaDEX Fund worth $220K as of Q1 2026.
  • Corient Private Wealth sold 3,565 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $219K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2500 holding.
  • Corient Private Wealth first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • Corient Private Wealth's First Trust Small Cap Value AlphaDEX Fund position peaked at $404K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.