Daymark Wealth Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Daymark Wealth Partners’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 Q3	$400K	Buy	+5,976	New	+$425K	0.01%	587
2025 Q2	–	Sell	-20,914	Closed	-$1.04M	–	567
2025 Q1	$1.04M	Buy	+20,914	New	+$1.11M	0.04%	237

Other funds holding FYT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Daymark Wealth Partners's FYT Position: Q3 2026 in Review

Daymark Wealth Partners opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2026: 5,976 shares worth $400K. The stake represents 0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Daymark Wealth Partners previously reported a position in FYT as recently as Q1 2025.

Daymark Wealth Partners first reported a position in FYT in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.04M in Q1 2025. 47 funds tracked by Wall St. Rank hold FYT as of Q3 2026.

Daymark Wealth Partners held 5,976 shares of First Trust Small Cap Value AlphaDEX Fund worth $400K as of Q3 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Daymark Wealth Partners position in Q3 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Daymark Wealth Partners's portfolio in Q3 2026, its #587 holding.
Daymark Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2025 and has held it in 2 quarters since.
Daymark Wealth Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.04M in Q1 2025.
47 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.