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

NewEdge 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	$1.05K	Buy	+15	New	+$991	﹤0.01%	3995
2023 Q4	–	Sell	-1,639	Closed	-$77K	–	3794
2023 Q3	$77K	Sell	1,639 -289	-15%	-$14K	﹤0.01%	1934
2023 Q2	$88.8K	Buy	1,928 +916	+91%	+$40.7K	﹤0.01%	1890
2023 Q1	$46.2K	Buy	1,012 +24	+2%	+$1.16K	﹤0.01%	2036
2022 Q4	$44	Buy	+988	New	+$44.6K	﹤0.01%	3492

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 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

NewEdge Advisors's FYT Position: Q2 2026 in Review

NewEdge Advisors opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 15 shares worth $1.05K. The stake represents ﹤0.01% of the portfolio and ranks #3995 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in FYT as recently as Q3 2023.

NewEdge Advisors first reported a position in FYT in Q4 2022 and has held it in 5 quarters since. The position peaked at $88.8K in Q2 2023. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

NewEdge Advisors held 15 shares of First Trust Small Cap Value AlphaDEX Fund worth $1.05K as of Q2 2026.
First Trust Small Cap Value AlphaDEX Fund was a new NewEdge Advisors position in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3995 holding.
NewEdge Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2022 and has held it in 5 quarters since.
NewEdge Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $88.8K in Q2 2023.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.