Gateway Wealth Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Gateway Wealth Partners’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	$865K	Sell	12,397 -12,231	-50%	-$808K	0.05%	339
2026 Q1	$1.52M	Buy	24,628 +12,487	+103%	+$769K	0.06%	303
2025 Q4	$688K	Buy	12,141 +115	+1%	+$6.42K	0.08%	234
2025 Q3	$672K	Buy	12,026 +919	+8%	+$49.9K	0.09%	209
2025 Q2	$560K	Sell	11,107 -987	-8%	-$47.4K	0.11%	183
2025 Q1	$601K	Buy	12,094 +391	+3%	+$20.8K	0.14%	157
2024 Q4	$644K	Buy	11,703 +446	+4%	+$25.2K	0.17%	136
2024 Q3	$625K	Sell	11,257 -609	-5%	-$33.3K	0.17%	130
2024 Q2	$614K	Buy	+11,866	New	+$620K	0.19%	130

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

Gateway Wealth Partners's FYT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 50% in Q2 2026, selling an estimated $808K and leaving 12,397 shares worth $865K. The position accounts for 0.05% of the portfolio, ranked #339.

Gateway Wealth Partners first reported a position in FYT in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.52M in Q1 2026. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Gateway Wealth Partners held 12,397 shares of First Trust Small Cap Value AlphaDEX Fund worth $865K as of Q2 2026.
Gateway Wealth Partners sold 12,231 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $808K.
First Trust Small Cap Value AlphaDEX Fund made up 0.05% of Gateway Wealth Partners's portfolio in Q2 2026, its #339 holding.
Gateway Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.52M in Q1 2026.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.