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 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 $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

Prasad Wealth Partners's FYT Position: Q1 2026 in Review

Prasad Wealth Partners reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 3.5% in Q1 2026, selling an estimated $9.6K and leaving 4,365 shares worth $270K. The position accounts for 0.07% of the portfolio, ranked #114.

Prasad Wealth Partners first reported a position in FYT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.23M in Q4 2024. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Prasad Wealth Partners held 4,365 shares of First Trust Small Cap Value AlphaDEX Fund worth $270K as of Q1 2026.
Prasad Wealth Partners sold 156 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $9.6K.
First Trust Small Cap Value AlphaDEX Fund made up 0.07% of Prasad Wealth Partners's portfolio in Q1 2026, its #114 holding.
Prasad Wealth Partners first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
Prasad Wealth Partners's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.23M in Q4 2024.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Prasad Wealth Partners's 13F filing for Q1 2026, filed 27 Apr 2026.