Cranbrook Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Cranbrook Wealth Management’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	–	Sell	-1,820	Closed	-$103K	–	396
2025 Q4	$103K	Hold	1,820	–	–	0.02%	164
2025 Q3	$102K	Hold	1,820	–	–	0.02%	161
2025 Q2	$91.8K	Hold	1,820	–	–	0.02%	165
2025 Q1	$90.5K	Hold	1,820	–	–	0.02%	158
2024 Q4	$100K	Hold	1,820	–	–	0.02%	151
2024 Q3	$101K	Hold	1,820	–	–	0.02%	146
2024 Q2	$94.2K	Hold	1,820	–	–	0.02%	148
2024 Q1	$98.9K	Hold	1,820	–	–	0.03%	129
2023 Q4	$99K	Hold	1,820	–	–	0.03%	129
2023 Q3	$85.5K	Hold	1,820	–	–	0.03%	126
2023 Q2	$83.8K	Hold	1,820	–	–	0.02%	128
2023 Q1	$83.2K	Hold	1,820	–	–	0.02%	130
2022 Q4	$81.9K	Hold	1,820	–	–	0.02%	128
2022 Q3	$74K	Hold	1,820	–	–	0.02%	138
2022 Q2	$80K	Hold	1,820	–	–	0.02%	138
2022 Q1	$93K	Hold	1,820	–	–	0.02%	137
2021 Q4	$97K	Hold	1,820	–	–	0.02%	135
2021 Q3	$91K	Hold	1,820	–	–	0.02%	139
2021 Q2	$93K	Hold	1,820	–	–	0.02%	135
2021 Q1	$92K	Hold	1,820	–	–	0.02%	136
2020 Q4	$76K	Hold	1,820	–	–	0.02%	138
2020 Q3	$56K	Hold	1,820	–	–	0.02%	136
2020 Q2	$55K	Buy	+1,820	New	+$50K	0.02%	137

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 $38.8B AUM 21.88% 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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Cranbrook Wealth Management's FYT Position: Q1 2026 in Review

Cranbrook Wealth Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2026, closing a stake of 1,820 shares — an estimated $103K sold.

Cranbrook Wealth Management first reported a position in FYT in Q2 2020 and held it in 23 quarters. The position peaked at $103K in Q4 2025. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Cranbrook Wealth Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Cranbrook Wealth Management sold 1,820 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $103K.
Cranbrook Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2020 and held it in 23 quarters.
Cranbrook Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $103K in Q4 2025.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Cranbrook Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.