Fiduciary Alliance’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Fiduciary Alliance’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	$4.74M	Buy	+70,916	New	+$5.04M	0.36%	75

Other funds holding FYT

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

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2.09B AUM 23.73% 1-Year Est. Return

Fiduciary Alliance's FYT Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2026: 70,916 shares worth $4.74M. The stake represents 0.36% of the portfolio and ranks #75 among its holdings.

39 funds tracked by Wall St. Rank hold FYT as of Q3 2026.

Fiduciary Alliance held 70,916 shares of First Trust Small Cap Value AlphaDEX Fund worth $4.74M as of Q3 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Fiduciary Alliance position in Q3 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.36% of Fiduciary Alliance's portfolio in Q3 2026, its #75 holding.
39 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.