Fidelity Investments
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Fidelity Investments’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Fidelity Investments’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 		$53.6K Buy
867
+500
+136% +$30.8K ﹤0.01% 4101
2025
Q4 		$20.8K Buy
367
+76
+26% +$4.24K ﹤0.01% 4446
2025
Q3 		$16.3K Buy
+291
New +$15.8K ﹤0.01% 4430
2025
Q2 		– Sell
-65
Closed -$3.22K – 5387
2025
Q1 		$3.22K Sell
65
-492
-88% -$26.2K ﹤0.01% 4806
2024
Q4 		$30.6K Buy
557
+89
+19% +$5.04K ﹤0.01% 4061
2024
Q3 		$26K Hold
468
– – ﹤0.01% 4065
2024
Q2 		$24.2K Hold
468
– – ﹤0.01% 3983
2024
Q1 		$25.4K Hold
468
– – ﹤0.01% 3909
2023
Q4 		$25.5K Hold
468
– – ﹤0.01% 3824
2023
Q3 		$22K Hold
468
– – ﹤0.01% 3760
2023
Q2 		$21.6K Sell
468
-567
-55% -$25.2K ﹤0.01% 3825
2023
Q1 		$47.3K Sell
1,035
-1
-0.1% -$48 ﹤0.01% 3472
2022
Q4 		$46.6K Hold
1,036
– – ﹤0.01% 3463
2022
Q3 		$42K Buy
1,036
+1
+0.1% +$46 ﹤0.01% 3556
2022
Q2 		$46K Sell
1,035
-1,096
-51% -$52.5K ﹤0.01% 3596
2022
Q1 		$109K Buy
2,131
+1,096
+106% +$56.7K ﹤0.01% 3415
2021
Q4 		$55K Sell
1,035
-150
-13% -$7.85K ﹤0.01% 3214
2021
Q3 		$59K Buy
1,185
+150
+14% +$7.51K ﹤0.01% 3175
2021
Q2 		$53K Hold
1,035
– – ﹤0.01% 3154
2021
Q1 		$52K Sell
1,035
-666
-39% -$31.5K ﹤0.01% 3038
2020
Q4 		$71K Buy
+1,701
New +$62.9K ﹤0.01% 2943

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

Fidelity Investments's FYT Position: Q1 2026 in Review

Fidelity Investments increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 136% in Q1 2026, buying an estimated $30.8K and bringing the position to 867 shares worth $53.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4101.

Fidelity Investments first reported a position in FYT in Q4 2020 and has held it in 21 quarters since. The position peaked at $109K in Q1 2022. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Fidelity Investments held 867 shares of First Trust Small Cap Value AlphaDEX Fund worth $53.6K as of Q1 2026.
  • Fidelity Investments bought 500 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $30.8K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #4101 holding.
  • Fidelity Investments first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2020 and has held it in 21 quarters since.
  • Fidelity Investments's First Trust Small Cap Value AlphaDEX Fund position peaked at $109K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.