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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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: Q1 2026 in Review

Janney Montgomery Scott increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 5.5% in Q1 2026, buying an estimated $12.1K and bringing the position to 3,734 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Janney Montgomery Scott first reported a position in FYT in Q2 2015 and has held it in 15 quarters since. The position peaked at $916K in Q4 2015. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Janney Montgomery Scott held 3,734 shares of First Trust Small Cap Value AlphaDEX Fund worth $231K as of Q1 2026.
  • Janney Montgomery Scott bought 196 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $12.1K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #2555 holding.
  • Janney Montgomery Scott first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2015 and has held it in 15 quarters since.
  • Janney Montgomery Scott's First Trust Small Cap Value AlphaDEX Fund position peaked at $916K in Q4 2015.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.