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

Merkkuri 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	$755	Buy	+12	New	+$739	﹤0.01%	356

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 $38.8B AUM 21.88% 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 $74.2B AUM 21.09% 1-Year Est. Return

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

Merkkuri Wealth Advisors opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2026: 12 shares worth $755. The stake represents ﹤0.01% of the portfolio and ranks #356 among its holdings.

66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Merkkuri Wealth Advisors held 12 shares of First Trust Small Cap Value AlphaDEX Fund worth $755 as of Q1 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Merkkuri Wealth Advisors position in Q1 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Merkkuri Wealth Advisors's portfolio in Q1 2026, its #356 holding.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.