Koshinski Asset Management
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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
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 		$252M 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 		$837 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

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
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management's FYT Position: Q4 2025 in Review

Koshinski Asset Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q4 2025, closing a stake of 3,646 shares — an estimated $204K sold.

Koshinski Asset Management first reported a position in FYT in Q4 2019 and held it in 24 quarters. The position peaked at $252M in Q4 2024. 64 funds tracked by Wall St. Rank hold FYT as of Q4 2025.

  • Koshinski Asset Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 3,646 First Trust Small Cap Value AlphaDEX Fund shares in Q4 2025, an estimated $204K.
  • Koshinski Asset Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2019 and held it in 24 quarters.
  • Koshinski Asset Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $252M in Q4 2024.
  • 64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q4 2025.

Based on Koshinski Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.