PFS
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Prospera Financial Services’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Prospera Financial Services’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 		$203K Buy
+2,908
New +$192K ﹤0.01% 1394
2022
Q2 		– Sell
-200
Closed -$10K – 1989
2022
Q1 		$10K Buy
+200
New +$10.3K ﹤0.01% 2032
2020
Q4 		– Sell
-24
Closed -$1K – 1008
2020
Q3 		$1K Buy
+24
New +$760 ﹤0.01% 1539

Other funds holding FYT

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Prospera Financial Services's FYT Position: Q2 2026 in Review

Prospera Financial Services opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 2,908 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in FYT as recently as Q1 2022.

Prospera Financial Services first reported a position in FYT in Q3 2020 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Prospera Financial Services held 2,908 shares of First Trust Small Cap Value AlphaDEX Fund worth $203K as of Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund was a new Prospera Financial Services position in Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1394 holding.
  • Prospera Financial Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2020 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.