Raymond James Financial’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Raymond James Financial’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	$6.69M	Buy	108,325 +59,477	+122%	+$3.66M	﹤0.01%	2359
2025 Q4	$2.77M	Sell	48,848 -1,750	-3%	-$97.6K	﹤0.01%	3009
2025 Q3	$2.83M	Sell	50,598 -2,887	-5%	-$157K	﹤0.01%	2908
2025 Q2	$2.7M	Sell	53,485 -44,312	-45%	-$2.13M	﹤0.01%	2835
2025 Q1	$4.86M	Buy	97,797 +42,276	+76%	+$2.25M	﹤0.01%	2347
2024 Q4	$3.05M	Buy	+55,521	New	+$3.14M	﹤0.01%	2655

Other funds holding FYT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 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 $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial's FYT Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 122% in Q1 2026, buying an estimated $3.66M and bringing the position to 108,325 shares worth $6.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Raymond James Financial first reported a position in FYT in Q4 2024 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Raymond James Financial held 108,325 shares of First Trust Small Cap Value AlphaDEX Fund worth $6.69M as of Q1 2026.
Raymond James Financial bought 59,477 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $3.66M.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2359 holding.
Raymond James Financial first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.