Goldman Sachs’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Goldman Sachs’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	$560K	Buy	9,068 +47	+0.5%	+$2.89K	﹤0.01%	5532
2025 Q4	$511K	Hold	9,021	–	–	﹤0.01%	5578
2025 Q3	$504K	Hold	9,021	–	–	﹤0.01%	5510
2025 Q2	$455K	Hold	9,021	–	–	﹤0.01%	5214
2025 Q1	$449K	Hold	9,021	–	–	﹤0.01%	5250
2024 Q4	$496K	Sell	9,021 -9,427	-51%	-$534K	﹤0.01%	5252
2024 Q3	$1.02M	Buy	18,448 +9,427	+105%	+$515K	﹤0.01%	4616
2024 Q2	$467K	Hold	9,021	–	–	﹤0.01%	4874
2024 Q1	$490K	Sell	9,021 -2,868	-24%	-$151K	﹤0.01%	4756
2023 Q4	$647K	Buy	11,889 +2,868	+32%	+$139K	﹤0.01%	4616
2023 Q3	$424K	Hold	9,021	–	–	﹤0.01%	4725
2023 Q2	$416K	Hold	9,021	–	–	﹤0.01%	4834
2023 Q1	$412K	Hold	9,021	–	–	﹤0.01%	4936
2022 Q4	$406K	Hold	9,021	–	–	﹤0.01%	4978
2022 Q3	$365K	Hold	9,021	–	–	﹤0.01%	5181
2022 Q2	$397K	Hold	9,021	–	–	﹤0.01%	5242
2022 Q1	$461K	Hold	9,021	–	–	﹤0.01%	5368
2021 Q4	$479K	Buy	+9,021	New	+$472K	﹤0.01%	5416
2017 Q4	–	Sell	-7,931	Closed	-$283K	–	6465
2017 Q3	$283K	Sell	7,931 -469	-6%	-$15.8K	﹤0.01%	5513
2017 Q2	$286K	Sell	8,400 -1,546	-16%	-$52.3K	﹤0.01%	5544
2017 Q1	$339K	Sell	9,946 -1,960	-16%	-$67.3K	﹤0.01%	5360
2016 Q4	$415K	Sell	11,906 -137	-1%	-$4.45K	﹤0.01%	5219
2016 Q3	$372K	Sell	12,043 -1,200	-9%	-$36.3K	﹤0.01%	5310
2016 Q2	$375K	Sell	13,243 -15,956	-55%	-$452K	﹤0.01%	5135
2016 Q1	$830K	Sell	29,199 -3,110	-10%	-$80.1K	﹤0.01%	4236
2015 Q4	$875K	Hold	32,309	–	–	﹤0.01%	4426
2015 Q3	$883K	Buy	32,309 +3,736	+13%	+$110K	﹤0.01%	4592
2015 Q2	$929K	Sell	28,573 -6,687	-19%	-$224K	﹤0.01%	4601
2015 Q1	$1.18M	Buy	+35,260	New	+$1.15M	﹤0.01%	4304

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

Goldman Sachs's FYT Position: Q1 2026 in Review

Goldman Sachs increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.52% in Q1 2026, buying an estimated $2.89K and bringing the position to 9,068 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #5532.

Goldman Sachs first reported a position in FYT in Q1 2015 and has held it in 29 quarters since. The position peaked at $1.18M in Q1 2015. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Goldman Sachs held 9,068 shares of First Trust Small Cap Value AlphaDEX Fund worth $560K as of Q1 2026.
Goldman Sachs bought 47 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $2.89K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Goldman Sachs's portfolio in Q1 2026, its #5532 holding.
Goldman Sachs first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2015 and has held it in 29 quarters since.
Goldman Sachs's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.18M in Q1 2015.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.