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Regatta Research & Money Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Regatta Research & Money 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 		$12.8K Buy
+183
New +$12.1K 0.01% 465

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Cetera Investment Advisers
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Regatta Research & Money Management's FYT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 183 shares worth $12.8K. The stake represents 0.01% of the portfolio and ranks #465 among its holdings.

54 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Regatta Research & Money Management held 183 shares of First Trust Small Cap Value AlphaDEX Fund worth $12.8K as of Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.01% of Regatta Research & Money Management's portfolio in Q2 2026, its #465 holding.
  • 54 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.