Janney Montgomery Scott
FYT icon

Janney Montgomery Scott’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Janney Montgomery Scott’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 		$247K Sell
3,537
-197
-5% -$13K ﹤0.01% 2868
2026
Q1 		$231K Buy
3,734
+196
+6% +$12.1K ﹤0.01% 2555
2025
Q4 		$201K Sell
3,538
-53
-1% -$2.96K ﹤0.01% 2804
2025
Q3 		$201K Buy
+3,591
New +$195K ﹤0.01% 2734
2025
Q2 		– Sell
-4,106
Closed -$204K – 2750
2025
Q1 		$204K Hold
4,106
– – ﹤0.01% 2525
2024
Q4 		$226K Sell
4,106
-125
-3% -$7.08K ﹤0.01% 2490
2024
Q3 		$235K Buy
+4,231
New +$231K ﹤0.01% 2436
2024
Q2 		– Sell
-5,656
Closed -$307K – 2693
2024
Q1 		$307K Sell
5,656
-719
-11% -$37.7K ﹤0.01% 2324
2023
Q4 		$347K Buy
6,375
+720
+13% +$34.8K ﹤0.01% 2134
2023
Q3 		$266K Buy
5,655
+600
+12% +$29.1K ﹤0.01% 2208
2023
Q2 		$233K Sell
5,055
-55
-1% -$2.44K ﹤0.01% 2374
2023
Q1 		$233K Sell
5,110
-589
-10% -$28.4K ﹤0.01% 2206
2022
Q4 		$257K Buy
+5,699
New +$257K ﹤0.01% 2225
2016
Q1 		– Sell
-33,797
Closed -$916K – 1325
2015
Q4 		$916K Buy
33,797
+2,164
+7% +$61.6K 0.02% 575
2015
Q3 		$865K Buy
31,633
+17,151
+118% +$505K 0.02% 587
2015
Q2 		$471K Buy
+14,482
New +$485K 0.01% 1216

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott's FYT Position: Q2 2026 in Review

Janney Montgomery Scott reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 5.3% in Q2 2026, selling an estimated $13K and leaving 3,537 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #2868.

Janney Montgomery Scott first reported a position in FYT in Q2 2015 and has held it in 16 quarters since. The position peaked at $916K in Q4 2015. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Janney Montgomery Scott held 3,537 shares of First Trust Small Cap Value AlphaDEX Fund worth $247K as of Q2 2026.
  • Janney Montgomery Scott sold 197 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $13K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2868 holding.
  • Janney Montgomery Scott first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2015 and has held it in 16 quarters since.
  • Janney Montgomery Scott's First Trust Small Cap Value AlphaDEX Fund position peaked at $916K in Q4 2015.
  • 73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.