MML Investors Services
FYT icon

MML Investors Services’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

MML Investors Services’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 		$471K Buy
7,625
+1,909
+33% +$118K ﹤0.01% 2262
2025
Q4 		$324K Buy
5,716
+1,182
+26% +$65.9K ﹤0.01% 2569
2025
Q3 		$253K Sell
4,534
-634
-12% -$34.4K ﹤0.01% 2631
2025
Q2 		$261K Sell
5,168
-720
-12% -$34.6K ﹤0.01% 2509
2025
Q1 		$293K Sell
5,888
-1,689
-22% -$89.9K ﹤0.01% 2326
2024
Q4 		$417K Sell
7,577
-119
-2% -$6.74K ﹤0.01% 2032
2024
Q3 		$428K Buy
7,696
+88
+1% +$4.8K ﹤0.01% 1958
2024
Q2 		$394K Sell
7,608
-313
-4% -$16.3K ﹤0.01% 1924
2024
Q1 		$430K Buy
7,921
+190
+2% +$9.97K ﹤0.01% 1883
2023
Q4 		$420K Buy
7,731
+2,798
+57% +$135K ﹤0.01% 1851
2023
Q3 		$232K Buy
4,933
+519
+12% +$25.1K ﹤0.01% 2068
2023
Q2 		$203K Buy
+4,414
New +$196K ﹤0.01% 2167
2018
Q3 		– Sell
-8,018
Closed -$309K – 1609
2018
Q2 		$309K Sell
8,018
-11,149
-58% -$417K 0.01% 1070
2018
Q1 		$679K Sell
19,167
-849
-4% -$31K 0.01% 712
2017
Q4 		$738K Buy
20,016
+160
+0.8% +$5.76K 0.01% 664
2017
Q3 		$708K Buy
19,856
+1,568
+9% +$52.9K 0.01% 635
2017
Q2 		$622K Buy
+18,288
New +$618K 0.01% 691

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

MML Investors Services's FYT Position: Q1 2026 in Review

MML Investors Services increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 33% in Q1 2026, buying an estimated $118K and bringing the position to 7,625 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

MML Investors Services first reported a position in FYT in Q2 2017 and has held it in 17 quarters since. The position peaked at $738K in Q4 2017. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • MML Investors Services held 7,625 shares of First Trust Small Cap Value AlphaDEX Fund worth $471K as of Q1 2026.
  • MML Investors Services bought 1,909 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $118K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #2262 holding.
  • MML Investors Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2017 and has held it in 17 quarters since.
  • MML Investors Services's First Trust Small Cap Value AlphaDEX Fund position peaked at $738K in Q4 2017.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.