NWAM LLC’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

NWAM LLC’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	$1.24M	Buy	+20,089	New	+$1.24M	0.07%	256

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

NWAM LLC's FYT Position: Q1 2026 in Review

NWAM LLC opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2026: 20,089 shares worth $1.24M. The stake represents 0.07% of the portfolio and ranks #256 among its holdings.

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

NWAM LLC held 20,089 shares of First Trust Small Cap Value AlphaDEX Fund worth $1.24M as of Q1 2026.
First Trust Small Cap Value AlphaDEX Fund was a new NWAM LLC position in Q1 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.07% of NWAM LLC's portfolio in Q1 2026, its #256 holding.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.