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Keystone Global Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Keystone Global Partners’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
2025
Q3 		– Sell
-50
Closed -$2.52K – 83
2025
Q2 		$2.52K Buy
+50
New +$2.4K ﹤0.01% 135

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Keystone Global Partners's FYT Position: Q3 2025 in Review

Keystone Global Partners sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2025, closing a stake of 50 shares — an estimated $2.52K sold.

Keystone Global Partners first reported a position in FYT in Q2 2025 and held it in 1 quarter. The position peaked at $2.52K in Q2 2025. 64 funds tracked by Wall St. Rank hold FYT as of Q3 2025.

  • Keystone Global Partners reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Keystone Global Partners sold 50 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $2.52K.
  • Keystone Global Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Keystone Global Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $2.52K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2025.

Based on Keystone Global Partners's 13F filing for Q3 2025, filed 20 Oct 2025.