Medallion Wealth Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Medallion Wealth Advisors’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	$306K	Sell	4,387 -297	-6%	-$19.6K	0.1%	184
2026 Q1	$289K	Sell	4,684 -462	-9%	-$28.4K	0.09%	190
2025 Q4	$292K	Buy	5,146 +66	+1%	+$3.68K	0.1%	191
2025 Q3	$284K	Sell	5,080 -195	-4%	-$10.6K	0.1%	190
2025 Q2	$274K	Sell	5,275 -907	-15%	-$43.6K	0.11%	185
2025 Q1	$307K	Sell	6,182 -336	-5%	-$17.9K	0.14%	150
2024 Q4	$358K	Buy	+6,518	New	+$369K	0.18%	123

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

Medallion Wealth Advisors's FYT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 6.3% in Q2 2026, selling an estimated $19.6K and leaving 4,387 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #184.

Medallion Wealth Advisors first reported a position in FYT in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q4 2024. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Medallion Wealth Advisors held 4,387 shares of First Trust Small Cap Value AlphaDEX Fund worth $306K as of Q2 2026.
Medallion Wealth Advisors sold 297 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $19.6K.
First Trust Small Cap Value AlphaDEX Fund made up 0.1% of Medallion Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Medallion Wealth Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $358K in Q4 2024.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.