Focus Partners Advisor Solutions’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Focus Partners Advisor Solutions’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 Q2	$255K	Hold	3,657	–	–	﹤0.01%	1086
2026 Q1	$226K	Hold	3,657	–	–	﹤0.01%	1101
2025 Q4	$207K	Buy	+3,657	New	+$204K	﹤0.01%	1016
2025 Q1	–	Sell	-3,657	Closed	-$201K	–	997
2024 Q4	$201K	Sell	3,657 -74	-2%	-$4.19K	﹤0.01%	735
2024 Q3	$207K	Buy	+3,731	New	+$204K	﹤0.01%	712

Other funds holding FYT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Focus Partners Advisor Solutions's FYT Position: Q2 2026 in Review

Focus Partners Advisor Solutions held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q2 2026 at 3,657 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Focus Partners Advisor Solutions first reported a position in FYT in Q3 2024 and has held it in 5 quarters since. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Focus Partners Advisor Solutions held 3,657 shares of First Trust Small Cap Value AlphaDEX Fund worth $255K as of Q2 2026.
Focus Partners Advisor Solutions left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1086 holding.
Focus Partners Advisor Solutions first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2024 and has held it in 5 quarters since.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.