IFP Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

IFP Advisors’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	–	Sell	-59	Closed	-$3.65K	–	5203
2026 Q1	$3.65K	Hold	59	–	–	﹤0.01%	3709
2025 Q4	$3.34K	Sell	59 -116	-66%	-$6.47K	﹤0.01%	3625
2025 Q3	$9.78K	Hold	175	–	–	﹤0.01%	2916
2025 Q2	$8.82K	Hold	175	–	–	﹤0.01%	2997
2025 Q1	$8.7K	Hold	175	–	–	﹤0.01%	2627
2024 Q4	$9.63K	Hold	175	–	–	﹤0.01%	2532
2024 Q3	$9.72K	Hold	175	–	–	﹤0.01%	2441
2024 Q2	$9.06K	Hold	175	–	–	﹤0.01%	2373
2024 Q1	$9.51K	Hold	175	–	–	﹤0.01%	2252
2023 Q4	$9.52K	Hold	175	–	–	﹤0.01%	2205
2023 Q3	$8.22K	Hold	175	–	–	﹤0.01%	2334
2023 Q2	$8.06K	Hold	175	–	–	﹤0.01%	2367
2023 Q1	$6.64K	Sell	175 -89	-34%	-$4.29K	﹤0.01%	2459
2022 Q4	$10K	Hold	264	–	–	﹤0.01%	3376
2022 Q3	$10K	Sell	264 -208	-44%	-$9.64K	﹤0.01%	3638
2022 Q2	$17K	Hold	472	–	–	﹤0.01%	2987
2022 Q1	$17K	Buy	472 +90	+24%	+$4.66K	﹤0.01%	2987
2021 Q4	$20K	Buy	382 +1	+0.3%	+$52	﹤0.01%	1942
2021 Q3	$19K	Hold	381	–	–	﹤0.01%	2006
2021 Q2	$19K	Hold	381	–	–	﹤0.01%	1954
2021 Q1	$19K	Buy	381 +1	+0.3%	+$47	﹤0.01%	1875
2020 Q4	$16K	Buy	380 +1	+0.3%	+$37	﹤0.01%	1867
2020 Q3	$12K	Buy	379 +1	+0.3%	+$32	﹤0.01%	1837
2020 Q2	$11K	Hold	378	–	–	﹤0.01%	1782
2020 Q1	$9K	Sell	378 -388	-51%	-$12.4K	﹤0.01%	1817
2019 Q4	$30K	Sell	766 -93	-11%	-$3.35K	﹤0.01%	1455
2019 Q3	$28K	Buy	+859	New	+$28.9K	﹤0.01%	1616
2019 Q1	$8K	Sell	245 -824	-77%	-$28.8K	﹤0.01%	1706
2018 Q4	$33K	Sell	1,069 -95	-8%	-$3.32K	﹤0.01%	1847
2018 Q3	$45K	Buy	1,164 +16	+1%	+$628	﹤0.01%	1951
2018 Q2	$44K	Buy	1,148 +749	+188%	+$28K	﹤0.01%	1998
2018 Q1	$15K	Hold	399	–	–	﹤0.01%	2560
2017 Q4	$15K	Hold	399	–	–	﹤0.01%	2597
2017 Q3	$14K	Hold	399	–	–	﹤0.01%	2823
2017 Q2	$14K	Hold	399	–	–	﹤0.01%	2797
2017 Q1	$14K	Sell	399 -204	-34%	-$7K	﹤0.01%	2715
2016 Q4	$21K	Buy	603 +2	+0.3%	+$65	﹤0.01%	2424
2016 Q3	$19K	Sell	601 -1,659	-73%	-$50.1K	﹤0.01%	2429
2016 Q2	$64K	Buy	2,260 +2,015	+822%	+$57.1K	﹤0.01%	1617
2016 Q1	$8K	Sell	245 -1,341	-85%	-$34.5K	﹤0.01%	1706
2015 Q4	$43K	Buy	+1,586	New	+$45.1K	﹤0.01%	1703

Other funds holding FYT

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

IFP Advisors's FYT Position: Q2 2026 in Review

IFP Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026, closing a stake of 59 shares — an estimated $3.65K sold.

IFP Advisors first reported a position in FYT in Q4 2015 and held it in 41 quarters. The position peaked at $64K in Q2 2016. 8 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

IFP Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
IFP Advisors sold 59 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $3.65K.
IFP Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2015 and held it in 41 quarters.
IFP Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $64K in Q2 2016.
8 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.