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 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 $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

Gateway Wealth Partners's FYT Position: Q1 2026 in Review

Gateway Wealth Partners increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 103% in Q1 2026, buying an estimated $769K and bringing the position to 24,628 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #303.

Gateway Wealth Partners first reported a position in FYT in Q2 2024 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Gateway Wealth Partners held 24,628 shares of First Trust Small Cap Value AlphaDEX Fund worth $1.52M as of Q1 2026.
Gateway Wealth Partners bought 12,487 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $769K.
First Trust Small Cap Value AlphaDEX Fund made up 0.06% of Gateway Wealth Partners's portfolio in Q1 2026, its #303 holding.
Gateway Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2024 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.