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

Creative Financial Designs’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	$89.8K	Sell	1,287 -190	-13%	-$12.6K	﹤0.01%	830
2026 Q1	$91.2K	Sell	1,477 -31	-2%	-$1.91K	0.01%	710
2025 Q4	$85.5K	Buy	1,508 +20	+1%	+$1.12K	0.01%	697
2025 Q3	$83.1K	Buy	1,488 +6	+0.4%	+$326	0.01%	695
2025 Q2	$74.7K	Buy	1,482 +207	+16%	+$9.95K	0.01%	749
2025 Q1	$63.4K	Sell	1,275 -552	-30%	-$29.4K	0.01%	745
2024 Q4	$101K	Buy	1,827 +9	+0.5%	+$510	0.01%	604
2024 Q3	$101K	Sell	1,818 -169	-9%	-$9.23K	0.01%	594
2024 Q2	$103K	Sell	1,987 -196	-9%	-$10.2K	0.01%	576
2024 Q1	$119K	Sell	2,183 -13,449	-86%	-$706K	0.01%	531
2023 Q4	$850K	Buy	15,632 +839	+6%	+$40.6K	0.09%	182
2023 Q3	$695K	Sell	14,793 -362	-2%	-$17.5K	0.08%	179
2023 Q2	$698K	Buy	15,155 +143	+1%	+$6.35K	0.08%	180
2023 Q1	$686K	Sell	15,012 -8,503	-36%	-$410K	0.09%	173
2022 Q4	$1.06M	Sell	23,515 -3,470	-13%	-$157K	0.16%	124
2022 Q3	$1.09M	Buy	26,985 +1,009	+4%	+$46.7K	0.18%	110
2022 Q2	$1.14M	Buy	25,976 +604	+2%	+$28.9K	0.19%	111
2022 Q1	$1.3M	Buy	25,372 +416	+2%	+$21.5K	0.2%	110
2021 Q4	$1.32M	Buy	24,956 +5,324	+27%	+$278K	0.2%	106
2021 Q3	$980K	Buy	19,632 +45	+0.2%	+$2.25K	0.16%	120
2021 Q2	$997K	Buy	+19,587	New	+$1.02M	0.17%	114

Other funds holding FYT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Creative Financial Designs's FYT Position: Q2 2026 in Review

Creative Financial Designs reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 13% in Q2 2026, selling an estimated $12.6K and leaving 1,287 shares worth $89.8K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Creative Financial Designs first reported a position in FYT in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.32M in Q4 2021. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Creative Financial Designs held 1,287 shares of First Trust Small Cap Value AlphaDEX Fund worth $89.8K as of Q2 2026.
Creative Financial Designs sold 190 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $12.6K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #830 holding.
Creative Financial Designs first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2021 and has held it in 21 quarters since.
Creative Financial Designs's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.32M in Q4 2021.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.