Level Four Advisory Services’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$222K Hold
3,591
0.01% 799
2025
Q4
$204K Hold
3,591
0.01% 811
2025
Q3
$201K Buy
+3,591
New +$195K 0.01% 773
2025
Q1
Sell
-3,691
Closed -$203K 770
2024
Q4
$203K Buy
+3,691
New +$209K 0.01% 717
2024
Q2
Sell
-4,011
Closed -$218K 793
2024
Q1
$218K Hold
4,011
0.01% 701
2023
Q4
$218K Buy
+4,011
New +$194K 0.01% 694

Other funds holding FYT

Level Four Advisory Services's FYT Position: Q1 2026 in Review

Level Four Advisory Services held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q1 2026 at 3,591 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #799.

Level Four Advisory Services first reported a position in FYT in Q4 2023 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Level Four Advisory Services held 3,591 shares of First Trust Small Cap Value AlphaDEX Fund worth $222K as of Q1 2026.
  • Level Four Advisory Services left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #799 holding.
  • Level Four Advisory Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2023 and has held it in 6 quarters since.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.