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Prosperity Capital Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Prosperity Capital Advisors’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 		$339K Buy
+4,856
New +$321K 0.02% 326

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
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 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
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Prosperity Capital Advisors's FYT Position: Q2 2026 in Review

Prosperity Capital Advisors opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 4,856 shares worth $339K. The stake represents 0.02% of the portfolio and ranks #326 among its holdings.

9 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Prosperity Capital Advisors held 4,856 shares of First Trust Small Cap Value AlphaDEX Fund worth $339K as of Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund was a new Prosperity Capital Advisors position in Q2 2026.
  • First Trust Small Cap Value AlphaDEX Fund made up 0.02% of Prosperity Capital Advisors's portfolio in Q2 2026, its #326 holding.
  • 9 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.