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 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 $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Medallion Wealth Advisors's FYT Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 9% in Q1 2026, selling an estimated $28.4K and leaving 4,684 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #190.

Medallion Wealth Advisors first reported a position in FYT in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q4 2024. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Medallion Wealth Advisors held 4,684 shares of First Trust Small Cap Value AlphaDEX Fund worth $289K as of Q1 2026.
Medallion Wealth Advisors sold 462 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $28.4K.
First Trust Small Cap Value AlphaDEX Fund made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #190 holding.
Medallion Wealth Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $358K in Q4 2024.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.