Global Retirement Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Global Retirement 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
2025 Q4	$8.39K	Hold	148	–	–	﹤0.01%	3226
2025 Q3	$8.27K	Hold	148	–	–	﹤0.01%	2772
2025 Q2	$7.46K	Buy	+148	New	+$7.11K	﹤0.01%	2734
2024 Q4	$12.5K	Hold	228	–	–	﹤0.01%	2305
2024 Q3	$12.7K	Hold	228	–	–	﹤0.01%	2196
2024 Q2	$11.8K	Hold	228	–	–	﹤0.01%	2240
2024 Q1	$12.4K	Hold	228	–	–	﹤0.01%	2026
2023 Q4	$11.7K	Hold	228	–	–	﹤0.01%	2009
2023 Q3	$10.4K	Hold	228	–	–	﹤0.01%	1937
2023 Q2	$10.5K	Hold	228	–	–	﹤0.01%	1943
2023 Q1	$9.7K	Sell	228 -161	-41%	-$7.76K	﹤0.01%	1937
2022 Q4	$17.5K	Sell	389 -482	-55%	-$21.8K	﹤0.01%	1535
2022 Q3	$40K	Buy	871 +156	+22%	+$7.23K	﹤0.01%	1111
2022 Q2	$32K	Buy	715 +3	+0.4%	+$144	﹤0.01%	1161
2022 Q1	$33K	Buy	+712	New	+$36.8K	﹤0.01%	1160
2021 Q4	–	Sell	-634	Closed	-$32K	–	819
2021 Q3	$32K	Sell	634 -249	-28%	-$12.5K	﹤0.01%	1017
2021 Q2	$45K	Sell	883 -9	-1%	-$467	﹤0.01%	891
2021 Q1	$45K	Buy	+892	New	+$42.2K	0.01%	833

Other funds holding FYT

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

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

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

Global Retirement Partners's FYT Position: Q4 2025 in Review

Global Retirement Partners held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q4 2025 at 148 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #3226.

Global Retirement Partners first reported a position in FYT in Q1 2021 and has held it in 18 quarters since. The position peaked at $45K in Q2 2021. 64 funds tracked by Wall St. Rank hold FYT as of Q4 2025.

Global Retirement Partners held 148 shares of First Trust Small Cap Value AlphaDEX Fund worth $8.39K as of Q4 2025.
Global Retirement Partners left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q4 2025.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3226 holding.
Global Retirement Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2021 and has held it in 18 quarters since.
Global Retirement Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $45K in Q2 2021.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.