BFC Planning, Inc.’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

BFC Planning, Inc.’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	$13.8K	Buy	+197	New	+$13K	﹤0.01%	2203

Other funds holding FYT

LPL Financial San Diego, California $468B AUM 17.69% 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 $436M AUM 25.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BFC Planning, Inc.'s FYT Position: Q2 2026 in Review

BFC Planning, Inc. opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 197 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #2203 among its holdings.

74 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

BFC Planning, Inc. held 197 shares of First Trust Small Cap Value AlphaDEX Fund worth $13.8K as of Q2 2026.
First Trust Small Cap Value AlphaDEX Fund was a new BFC Planning, Inc. position in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2203 holding.
74 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.