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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Founders Financial Alliance's FYT Position: Q1 2026 in Review

Founders Financial Alliance opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2026: 2,867 shares worth $177K. The stake represents 0.03% of the portfolio and ranks #403 among its holdings. This is a return to the name: Founders Financial Alliance previously reported a position in FYT as recently as Q3 2025.

Founders Financial Alliance first reported a position in FYT in Q3 2020 and has held it in 21 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Founders Financial Alliance held 2,867 shares of First Trust Small Cap Value AlphaDEX Fund worth $177K as of Q1 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Founders Financial Alliance position in Q1 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.03% of Founders Financial Alliance's portfolio in Q1 2026, its #403 holding.
Founders Financial Alliance first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2020 and has held it in 21 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.