Farther Finance Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Farther Finance Advisors’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 Q4	–	Sell	-195	Closed	-$10.9K	–	5501
2025 Q3	$10.9K	Hold	195	–	–	﹤0.01%	3406
2025 Q2	$9.83K	Hold	195	–	–	﹤0.01%	3092
2025 Q1	$9.7K	Hold	195	–	–	﹤0.01%	2753
2024 Q4	$10.7K	Hold	195	–	–	﹤0.01%	2355
2024 Q3	$10.8K	Hold	195	–	–	﹤0.01%	2331
2024 Q2	$9.99K	Hold	195	–	–	﹤0.01%	2083
2024 Q1	$10.5K	Buy	+195	New	+$10.2K	﹤0.01%	1748

Other funds holding FYT

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

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

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

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

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

Farther Finance Advisors's FYT Position: Q4 2025 in Review

Farther Finance Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2025, closing a stake of 195 shares — an estimated $10.9K sold.

Farther Finance Advisors first reported a position in FYT in Q1 2024 and held it in 7 quarters. The position peaked at $10.9K in Q3 2025. 64 funds tracked by Wall St. Rank hold FYT as of Q4 2025.

Farther Finance Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
Farther Finance Advisors sold 195 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2025, an estimated $10.9K.
Farther Finance Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2024 and held it in 7 quarters.
Farther Finance Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $10.9K in Q3 2025.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.