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

Founders Financial 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 Q2	$201K	Buy	2,879 +12	+0.4%	+$793	0.03%	435
2026 Q1	$177K	Buy	+2,867	New	+$177K	0.03%	403
2025 Q4	–	Sell	-2,841	Closed	-$159K	–	648
2025 Q3	$159K	Buy	+2,841	New	+$154K	0.03%	398
2025 Q2	–	Sell	-2,831	Closed	-$141K	–	571
2025 Q1	$141K	Hold	2,831	–	–	0.03%	366
2024 Q4	$156K	Buy	2,831 +28	+1%	+$1.58K	0.04%	299
2024 Q3	$156K	Buy	2,803 +12	+0.4%	+$655	0.04%	301
2024 Q2	$144K	Hold	2,791	–	–	0.04%	296
2024 Q1	$152K	Hold	2,791	–	–	0.05%	291
2023 Q4	$152K	Hold	2,791	–	–	0.06%	262
2023 Q3	$131K	Hold	2,791	–	–	0.06%	251
2023 Q2	$129K	Hold	2,791	–	–	0.05%	274
2023 Q1	$125K	Hold	2,791	–	–	0.06%	237
2022 Q4	$126K	Hold	2,791	–	–	0.06%	252
2022 Q3	$113K	Hold	2,791	–	–	0.06%	248
2022 Q2	$123K	Hold	2,791	–	–	0.06%	244
2022 Q1	$143K	Hold	2,791	–	–	0.06%	238
2021 Q4	$148K	Hold	2,791	–	–	0.06%	272
2021 Q3	$139K	Hold	2,791	–	–	0.07%	252
2021 Q2	$142K	Hold	2,791	–	–	0.06%	266
2021 Q1	$148K	Hold	2,791	–	–	0.07%	244
2020 Q4	$116K	Hold	2,791	–	–	0.07%	231
2020 Q3	$93K	Buy	+2,791	New	+$88.4K	0.06%	280

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

KWM

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

PWS

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

RBFC

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

Founders Financial Alliance's FYT Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.42% in Q2 2026, buying an estimated $793 and bringing the position to 2,879 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #435.

Founders Financial Alliance first reported a position in FYT in Q3 2020 and has held it in 22 quarters since. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Founders Financial Alliance held 2,879 shares of First Trust Small Cap Value AlphaDEX Fund worth $201K as of Q2 2026.
Founders Financial Alliance bought 12 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $793.
First Trust Small Cap Value AlphaDEX Fund made up 0.03% of Founders Financial Alliance's portfolio in Q2 2026, its #435 holding.
Founders Financial Alliance first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2020 and has held it in 22 quarters since.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.