Northwestern Mutual Wealth Management
FYT icon

Northwestern Mutual Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Northwestern Mutual Wealth Management’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
2025
Q3 		– Sell
-970
Closed -$48.9K – 3897
2025
Q2 		$48.9K Hold
970
– – ﹤0.01% 2265
2025
Q1 		$48.2K Hold
970
– – ﹤0.01% 2190
2024
Q4 		$53.4K Sell
970
-956
-50% -$54.1K ﹤0.01% 2163
2024
Q3 		$107K Sell
1,926
-258
-12% -$14.1K ﹤0.01% 1867
2024
Q2 		$113K Sell
2,184
-245
-10% -$12.8K ﹤0.01% 1785
2024
Q1 		$132K Hold
2,429
– – ﹤0.01% 1717
2023
Q4 		$132K Sell
2,429
-443
-15% -$21.4K ﹤0.01% 1677
2023
Q3 		$135K Sell
2,872
-290
-9% -$14K ﹤0.01% 1594
2023
Q2 		$146K Buy
3,162
+290
+10% +$12.9K ﹤0.01% 1585
2023
Q1 		$131K Hold
2,872
– – ﹤0.01% 1591
2022
Q4 		$129K Buy
2,872
+1,692
+143% +$76.4K ﹤0.01% 1565
2022
Q3 		$47K Buy
1,180
+36
+3% +$1.67K ﹤0.01% 1925
2022
Q2 		$50K Hold
1,144
– – ﹤0.01% 1916
2022
Q1 		$58K Buy
1,144
+407
+55% +$21.1K ﹤0.01% 1902
2021
Q4 		$39K Buy
+737
New +$38.6K ﹤0.01% 2069

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return
BIP
Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management's FYT Position: Q3 2025 in Review

Northwestern Mutual Wealth Management sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2025, closing a stake of 970 shares — an estimated $48.9K sold.

Northwestern Mutual Wealth Management first reported a position in FYT in Q4 2021 and held it in 15 quarters. The position peaked at $146K in Q2 2023. 64 funds tracked by Wall St. Rank hold FYT as of Q3 2025.

  • Northwestern Mutual Wealth Management reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 970 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $48.9K.
  • Northwestern Mutual Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2021 and held it in 15 quarters.
  • Northwestern Mutual Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $146K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.