Private Wealth Asset Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Private Wealth Asset 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
2026 Q1	$192K	Hold	3,100	–	–	0.02%	264
2025 Q4	$176K	Hold	3,100	–	–	0.02%	273
2025 Q3	$173K	Hold	3,100	–	–	0.02%	254
2025 Q2	$156K	Hold	3,100	–	–	0.02%	263
2025 Q1	$154K	Buy	+3,100	New	+$165K	0.02%	260

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

Private Wealth Asset Management's FYT Position: Q1 2026 in Review

Private Wealth Asset Management held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q1 2026 at 3,100 shares worth $192K. The position accounts for 0.02% of the portfolio, ranked #264.

Private Wealth Asset Management first reported a position in FYT in Q1 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Private Wealth Asset Management held 3,100 shares of First Trust Small Cap Value AlphaDEX Fund worth $192K as of Q1 2026.
Private Wealth Asset Management left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #264 holding.
Private Wealth Asset Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.