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 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 $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Proactive Wealth Strategies's FYT Position: Q1 2026 in Review

Proactive Wealth Strategies increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 96% in Q1 2026, buying an estimated $3.69M and bringing the position to 122,605 shares worth $7.58M. The position accounts for 1.42% of the portfolio, ranked #21.

Proactive Wealth Strategies first reported a position in FYT in Q3 2024 and has held it in 7 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Proactive Wealth Strategies held 122,605 shares of First Trust Small Cap Value AlphaDEX Fund worth $7.58M as of Q1 2026.
Proactive Wealth Strategies bought 59,926 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $3.69M.
First Trust Small Cap Value AlphaDEX Fund made up 1.42% of Proactive Wealth Strategies's portfolio in Q1 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 7 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Proactive Wealth Strategies's 13F filing for Q1 2026, filed 29 Apr 2026.