&Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

&Partners’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	$311K	Buy	+4,624	New	+$306K	﹤0.01%	2116

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

&Partners's FYT Position: Q2 2026 in Review

&Partners opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 4,624 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #2116 among its holdings.

73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

&Partners held 4,624 shares of First Trust Small Cap Value AlphaDEX Fund worth $311K as of Q2 2026.
First Trust Small Cap Value AlphaDEX Fund was a new &Partners position in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2116 holding.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.