Root Financial Partners
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Root Financial Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Root Financial Partners’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
Q3 		$7.15K Buy
+107
New +$7.61K ﹤0.01% 2076

Other funds holding FYT

Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Roman Butler Fullerton & Co
Roman Butler Fullerton & Co St Louis, Missouri $436M AUM 25.02% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Pinnacle Bancorp
Pinnacle Bancorp Beatrice, Nebraska $375M AUM 15.66% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
TCFG Investment Advisors
TCFG Investment Advisors Laguna Niguel, California $293M AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $573M AUM 5.65% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
Northwest Wealth Management
Northwest Wealth Management Spencer, Iowa $777M AUM 17.41% 1-Year Est. Return

Root Financial Partners's FYT Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2026: 107 shares worth $7.15K. The stake represents ﹤0.01% of the portfolio and ranks #2076 among its holdings.

18 funds tracked by Wall St. Rank hold FYT as of Q3 2026.

  • Root Financial Partners held 107 shares of First Trust Small Cap Value AlphaDEX Fund worth $7.15K as of Q3 2026.
  • First Trust Small Cap Value AlphaDEX Fund was a new Root Financial Partners position in Q3 2026.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2076 holding.
  • 18 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.