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 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 $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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Proactive Wealth Strategies's FYT Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 2.7% in Q2 2026, selling an estimated $215K and leaving 119,349 shares worth $8.33M. The position accounts for 1.34% of the portfolio, ranked #20.

Proactive Wealth Strategies first reported a position in FYT in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Proactive Wealth Strategies held 119,349 shares of First Trust Small Cap Value AlphaDEX Fund worth $8.33M as of Q2 2026.
Proactive Wealth Strategies sold 3,256 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $215K.
First Trust Small Cap Value AlphaDEX Fund made up 1.34% of Proactive Wealth Strategies's portfolio in Q2 2026, its #20 holding.
Proactive Wealth Strategies first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.