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
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 $445B AUM 25.58% 1-Year Est. Return

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

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

BIP

Blueprint Investment Partners Greensboro, North Carolina $1.2B AUM 35.77% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Daymark Wealth Partners's FYT Position: Q2 2025 in Review

Daymark Wealth Partners sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2025, closing a stake of 20,914 shares — an estimated $1.04M sold.

Daymark Wealth Partners first reported a position in FYT in Q1 2025 and held it in 1 quarter. The position peaked at $1.04M in Q1 2025. 65 funds tracked by Wall St. Rank hold FYT as of Q2 2025.

Daymark Wealth Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Daymark Wealth Partners sold 20,914 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2025, an estimated $1.04M.
Daymark Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
Daymark Wealth Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.04M in Q1 2025.
65 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2025.

Based on Daymark Wealth Partners's 13F filing for Q2 2025, filed 4 Aug 2025.