John Overdeck’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

John Overdeck’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	$1.01M	Sell	14,500 -975	-6%	-$64.4K	﹤0.01%	3608
2026 Q1	$956K	Buy	+15,475	New	+$953K	﹤0.01%	3291
2025 Q2	–	Sell	-33,300	Closed	-$1.66M	–	3298
2025 Q1	$1.66M	Buy	33,300 +25,500	+327%	+$1.36M	﹤0.01%	1866
2024 Q4	$429K	Sell	7,800 -2,900	-27%	-$164K	﹤0.01%	2597
2024 Q3	$594K	Buy	+10,700	New	+$584K	﹤0.01%	2389

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

John Overdeck's FYT Position: Q2 2026 in Review

John Overdeck reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 6.3% in Q2 2026, selling an estimated $64.4K and leaving 14,500 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3608.

John Overdeck first reported a position in FYT in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.66M in Q1 2025. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

John Overdeck held 14,500 shares of First Trust Small Cap Value AlphaDEX Fund worth $1.01M as of Q2 2026.
John Overdeck sold 975 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $64.4K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3608 holding.
John Overdeck first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2024 and has held it in 5 quarters since.
John Overdeck's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.66M in Q1 2025.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.