Creekmur Asset Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Creekmur Asset 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
2025 Q3	$2.24K	Sell	40 -7	-15%	-$380	﹤0.01%	624
2025 Q2	$2.37K	Hold	47	–	–	﹤0.01%	625
2025 Q1	$2.34K	Hold	47	–	–	﹤0.01%	590
2024 Q4	$2.58K	Hold	47	–	–	﹤0.01%	565
2024 Q3	$2.61K	Hold	47	–	–	﹤0.01%	614
2024 Q2	$2.43K	Hold	47	–	–	﹤0.01%	682
2024 Q1	$2.55K	Hold	47	–	–	﹤0.01%	638
2023 Q4	$2.56K	Buy	+47	New	+$2.27K	﹤0.01%	668

Other funds holding FYT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Creekmur Asset Management's FYT Position: Q3 2025 in Review

Creekmur Asset Management reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 15% in Q3 2025, selling an estimated $380 and leaving 40 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Creekmur Asset Management first reported a position in FYT in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.61K in Q3 2024. 64 funds tracked by Wall St. Rank hold FYT as of Q3 2025.

Creekmur Asset Management held 40 shares of First Trust Small Cap Value AlphaDEX Fund worth $2.24K as of Q3 2025.
Creekmur Asset Management sold 7 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $380.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #624 holding.
Creekmur Asset Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.61K in Q3 2024.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.