Mercer Global Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Mercer Global 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	$1.12K	Buy	+16	New	+$1.06K	﹤0.01%	5723

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

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Mercer Global Advisors's FYT Position: Q2 2026 in Review

Mercer Global Advisors opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 16 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #5723 among its holdings.

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

Mercer Global Advisors held 16 shares of First Trust Small Cap Value AlphaDEX Fund worth $1.12K as of Q2 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Mercer Global Advisors position in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #5723 holding.
56 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.