Koshinski Asset Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Koshinski Asset 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 Q2	$213K	Buy	+3,055	New	+$202K	0.01%	734
2025 Q4	–	Sell	-3,646	Closed	-$204K	–	730
2025 Q3	$204K	Sell	3,646 -735	-17%	-$39.9K	0.01%	688
2025 Q2	$221K	Sell	4,381 -40	-0.9%	-$1.92K	0.02%	629
2025 Q1	$220K	Sell	4,421 -153	-3%	-$8.14K	0.02%	580
2024 Q4	$252K	Sell	4,574 -122	-3%	-$6.91K	0.02%	531
2024 Q3	$261K	Sell	4,696 -55	-1%	-$3K	0.02%	524
2024 Q2	$241K	Buy	4,751 +290	+7%	+$15.1K	0.02%	512
2024 Q1	$242K	Sell	4,461 -3,147	-41%	-$165K	0.02%	486
2023 Q4	$414K	Buy	7,608 +2,404	+46%	+$116K	0.06%	313
2023 Q3	$244K	Hold	5,204	–	–	0.03%	472
2023 Q2	$240K	Sell	5,204 -2,441	-32%	-$108K	0.03%	505
2023 Q1	$349K	Sell	7,645 -109	-1%	-$5.26K	0.03%	396
2022 Q4	$349K	Sell	7,754 -969	-11%	-$43.8K	0.03%	430
2022 Q3	$353K	Sell	8,723 -43	-0.5%	-$1.99K	0.04%	386
2022 Q2	$386K	Buy	8,766 +161	+2%	+$7.71K	0.04%	420
2022 Q1	$440K	Sell	8,605 -504	-6%	-$26.1K	0.04%	415
2021 Q4	$484K	Sell	9,109 -22,035	-71%	-$1.15M	0.04%	406
2021 Q3	$1.55M	Buy	31,144 +16,267	+109%	+$815K	0.14%	171
2021 Q2	$758K	Sell	14,877 -11,442	-43%	-$594K	0.1%	236
2021 Q1	$1.32M	Buy	26,319 +1,071	+4%	+$50.7K	0.14%	172
2020 Q4	$1.05M	Buy	25,248 +574	+2%	+$21.2K	0.13%	186
2020 Q3	$837K	Sell	24,674 -118	-0.5%	-$3.74K	0.11%	203
2020 Q2	$748K	Buy	24,792 +4,140	+20%	+$114K	0.12%	204
2020 Q1	$455K	Buy	20,652 +626	+3%	+$20K	0.1%	254
2019 Q4	$762K	Buy	+20,026	New	+$722K	0.13%	227

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

Koshinski Asset Management's FYT Position: Q2 2026 in Review

Koshinski Asset Management opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 3,055 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #734 among its holdings. This is a return to the name: Koshinski Asset Management previously reported a position in FYT as recently as Q3 2025.

Koshinski Asset Management first reported a position in FYT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.55M in Q3 2021. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Koshinski Asset Management held 3,055 shares of First Trust Small Cap Value AlphaDEX Fund worth $213K as of Q2 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Koshinski Asset Management position in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Koshinski Asset Management's portfolio in Q2 2026, its #734 holding.
Koshinski Asset Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2019 and has held it in 25 quarters since.
Koshinski Asset Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.55M in Q3 2021.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.