CFD
FYT icon

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
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
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

Creative Financial Designs's FYT Position: Q1 2026 in Review

Creative Financial Designs reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 2.1% in Q1 2026, selling an estimated $1.91K and leaving 1,477 shares worth $91.2K. The position accounts for 0.01% of the portfolio, ranked #710.

Creative Financial Designs first reported a position in FYT in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.32M in Q4 2021. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Creative Financial Designs held 1,477 shares of First Trust Small Cap Value AlphaDEX Fund worth $91.2K as of Q1 2026.
  • Creative Financial Designs sold 31 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $1.91K.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #710 holding.
  • Creative Financial Designs first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2021 and has held it in 20 quarters since.
  • Creative Financial Designs's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.32M in Q4 2021.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.