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

Prasad Wealth 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	$306K	Buy	4,382 +17	+0.4%	+$1.12K	0.07%	120
2026 Q1	$270K	Sell	4,365 -156	-3%	-$9.6K	0.07%	114
2025 Q4	$256K	Sell	4,521 -216	-5%	-$12.1K	0.07%	120
2025 Q3	$265K	Sell	4,737 -28	-0.6%	-$1.52K	0.07%	109
2025 Q2	$240K	Sell	4,765 -8,815	-65%	-$424K	0.07%	107
2025 Q1	$675K	Sell	13,580 -8,690	-39%	-$462K	0.22%	53
2024 Q4	$1.23M	Buy	+22,270	New	+$1.26M	0.4%	38

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

Prasad Wealth Partners's FYT Position: Q2 2026 in Review

Prasad Wealth Partners increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.39% in Q2 2026, buying an estimated $1.12K and bringing the position to 4,382 shares worth $306K. The position accounts for 0.07% of the portfolio, ranked #120.

Prasad Wealth Partners first reported a position in FYT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q4 2024. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Prasad Wealth Partners held 4,382 shares of First Trust Small Cap Value AlphaDEX Fund worth $306K as of Q2 2026.
Prasad Wealth Partners bought 17 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $1.12K.
First Trust Small Cap Value AlphaDEX Fund made up 0.07% of Prasad Wealth Partners's portfolio in Q2 2026, its #120 holding.
Prasad Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
Prasad Wealth Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.23M in Q4 2024.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Prasad Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.