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Kingsview Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Kingsview Wealth Management’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 		$7.51M Sell
121,478
-8,462
-7% -$521K 0.1% 193
2025
Q4 		$7.37M Buy
129,940
+36,329
+39% +$2.03M 0.11% 191
2025
Q3 		$5.23M Sell
93,611
-138
-0.1% -$7.5K 0.08% 262
2025
Q2 		$4.73M Sell
93,749
-1,307
-1% -$62.8K 0.08% 258
2025
Q1 		$4.73M Sell
95,056
-12,350
-11% -$657K 0.09% 225
2024
Q4 		$5.91M Sell
107,406
-9,800
-8% -$555K 0.12% 179
2024
Q3 		$6.51M Buy
117,206
+41,881
+56% +$2.29M 0.14% 163
2024
Q2 		$3.9M Buy
75,325
+1,342
+2% +$70.1K 0.09% 213
2024
Q1 		$4.02M Buy
73,983
+6,463
+10% +$339K 0.1% 197
2023
Q4 		$3.67M Buy
67,520
+18,166
+37% +$878K 0.11% 179
2023
Q3 		$2.32M Buy
49,354
+910
+2% +$44.1K 0.08% 246
2023
Q2 		$2.23M Buy
48,444
+3
+0% +$133 0.09% 230
2023
Q1 		$2.21M Buy
48,441
+1,917
+4% +$92.4K 0.09% 224
2022
Q4 		$2.09M Buy
46,524
+1,475
+3% +$66.6K 0.09% 230
2022
Q3 		$1.82M Sell
45,049
-4,081
-8% -$189K 0.09% 242
2022
Q2 		$2.16M Buy
49,130
+8,353
+20% +$400K 0.1% 214
2022
Q1 		$2.08M Sell
40,777
-1,349
-3% -$69.8K 0.09% 233
2021
Q4 		$2.24M Buy
42,126
+1,671
+4% +$87.4K 0.09% 226
2021
Q3 		$2.02M Buy
40,455
+1,353
+3% +$67.7K 0.1% 221
2021
Q2 		$2.01M Buy
39,102
+9,429
+32% +$489K 0.1% 223
2021
Q1 		$1.51M Buy
29,673
+7,827
+36% +$370K 0.09% 243
2020
Q4 		$908K Buy
21,846
+11,496
+111% +$425K 0.07% 298
2020
Q3 		$319K Buy
10,350
+3,678
+55% +$116K 0.03% 464
2020
Q2 		$201K Buy
+6,672
New +$183K 0.02% 542
2018
Q1 		– Sell
-6,849
Closed -$252K – 389
2017
Q4 		$252K Buy
+6,849
New +$247K 0.09% 266

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 $38.8B AUM 21.88% 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
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 $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Kingsview Wealth Management's FYT Position: Q1 2026 in Review

Kingsview Wealth Management reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 6.5% in Q1 2026, selling an estimated $521K and leaving 121,478 shares worth $7.51M. The position accounts for 0.1% of the portfolio, ranked #193.

Kingsview Wealth Management first reported a position in FYT in Q4 2017 and has held it in 25 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Kingsview Wealth Management held 121,478 shares of First Trust Small Cap Value AlphaDEX Fund worth $7.51M as of Q1 2026.
  • Kingsview Wealth Management sold 8,462 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $521K.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.1% of Kingsview Wealth Management's portfolio in Q1 2026, its #193 holding.
  • Kingsview Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2017 and has held it in 25 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.