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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
Q2 		– Sell
-12
Closed -$755 – 181
2026
Q1 		$755 Buy
+12
New +$739 ﹤0.01% 356

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Merkkuri Wealth Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026, closing a stake of 12 shares — an estimated $755 sold.

Merkkuri Wealth Advisors first reported a position in FYT in Q1 2026 and held it in 1 quarter. The position peaked at $755 in Q1 2026. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Merkkuri Wealth Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Merkkuri Wealth Advisors sold 12 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $755.
  • Merkkuri Wealth Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2026 and held it in 1 quarter.
  • Merkkuri Wealth Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $755 in Q1 2026.
  • 73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.