IFG Advisory’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

IFG Advisory’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	$1.39M	Buy	+19,854	New	+$1.31M	0.05%	366

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

IFG Advisory's FYT Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 19,854 shares worth $1.39M. The stake represents 0.05% of the portfolio and ranks #366 among its holdings.

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

IFG Advisory held 19,854 shares of First Trust Small Cap Value AlphaDEX Fund worth $1.39M as of Q2 2026.
First Trust Small Cap Value AlphaDEX Fund was a new IFG Advisory position in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.05% of IFG Advisory's portfolio in Q2 2026, its #366 holding.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.