Proactive Wealth Strategies’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Proactive Wealth Strategies’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 Q3	$7.93M	Sell	118,622 -727	-0.6%	-$51.7K	1.22%	21
2026 Q2	$8.33M	Sell	119,349 -3,256	-3%	-$215K	1.34%	20
2026 Q1	$7.58M	Buy	122,605 +59,926	+96%	+$3.69M	1.42%	21
2025 Q4	$3.55M	Sell	62,679 -3,067	-5%	-$171K	1.41%	20
2025 Q3	$3.67M	Sell	65,746 -3,635	-5%	-$197K	1.58%	16
2025 Q2	$3.5M	Sell	69,381 -2,350	-3%	-$113K	1.65%	13
2025 Q1	$3.57M	Sell	71,731 -2,038	-3%	-$108K	1.9%	10
2024 Q4	$4.06M	Sell	73,769 -4,350	-6%	-$246K	2.11%	8
2024 Q3	$4.34M	Buy	+78,119	New	+$4.27M	2.41%	7

Other funds holding FYT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.47B AUM 18.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Proactive Wealth Strategies's FYT Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.61% in Q3 2026, selling an estimated $51.7K and leaving 118,622 shares worth $7.93M. The position accounts for 1.22% of the portfolio, ranked #21.

Proactive Wealth Strategies first reported a position in FYT in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.33M in Q2 2026. 55 funds tracked by Wall St. Rank hold FYT as of Q3 2026.

Proactive Wealth Strategies held 118,622 shares of First Trust Small Cap Value AlphaDEX Fund worth $7.93M as of Q3 2026.
Proactive Wealth Strategies sold 727 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2026, an estimated $51.7K.
First Trust Small Cap Value AlphaDEX Fund made up 1.22% of Proactive Wealth Strategies's portfolio in Q3 2026, its #21 holding.
Proactive Wealth Strategies first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust Small Cap Value AlphaDEX Fund position peaked at $8.33M in Q2 2026.
55 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.