Royal Bank of Canada
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Royal Bank of Canada’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Royal Bank of Canada’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 		$6.25M Sell
101,235
-5,324
-5% -$328K ﹤0.01% 2244
2025
Q4 		$6.04M Buy
106,559
+14,973
+16% +$835K ﹤0.01% 2282
2025
Q3 		$5.12M Sell
91,586
-24,456
-21% -$1.33M ﹤0.01% 2657
2025
Q2 		$5.85M Buy
116,042
+8,867
+8% +$426K ﹤0.01% 2440
2025
Q1 		$5.33M Sell
107,175
-66,505
-38% -$3.54M ﹤0.01% 2215
2024
Q4 		$9.55M Buy
173,680
+87,078
+101% +$4.93M ﹤0.01% 1824
2024
Q3 		$4.81M Sell
86,602
-82,540
-49% -$4.51M ﹤0.01% 2311
2024
Q2 		$8.75M Buy
169,142
+13,668
+9% +$714K ﹤0.01% 1760
2024
Q1 		$8.45M Buy
155,474
+4,847
+3% +$254K ﹤0.01% 1789
2023
Q4 		$8.19M Sell
150,627
-21,536
-13% -$1.04M ﹤0.01% 1857
2023
Q3 		$8.09M Sell
172,163
-28,812
-14% -$1.4M ﹤0.01% 1734
2023
Q2 		$9.26M Buy
200,975
+69,203
+53% +$3.07M ﹤0.01% 1643
2023
Q1 		$6.02M Sell
131,772
-42,997
-25% -$2.07M ﹤0.01% 1933
2022
Q4 		$7.87M Buy
174,769
+60,062
+52% +$2.71M ﹤0.01% 1793
2022
Q3 		$4.65M Buy
114,707
+37,427
+48% +$1.73M ﹤0.01% 2129
2022
Q2 		$3.4M Sell
77,280
-16,803
-18% -$805K ﹤0.01% 2407
2022
Q1 		$4.81M Buy
94,083
+4,102
+5% +$212K ﹤0.01% 2295
2021
Q4 		$4.78M Sell
89,981
-23,316
-21% -$1.22M ﹤0.01% 2408
2021
Q3 		$5.65M Sell
113,297
-1,137
-1% -$56.9K ﹤0.01% 2208
2021
Q2 		$5.83M Buy
114,434
+696
+0.6% +$36.1K ﹤0.01% 2215
2021
Q1 		$5.72M Buy
113,738
+62,476
+122% +$2.96M ﹤0.01% 2137
2020
Q4 		$2.13M Buy
51,262
+26,179
+104% +$969K ﹤0.01% 2853
2020
Q3 		$773K Sell
25,083
-41,350
-62% -$1.31M ﹤0.01% 3478
2020
Q2 		$2M Buy
66,433
+36,689
+123% +$1.01M ﹤0.01% 2607
2020
Q1 		$656K Buy
29,744
+11,367
+62% +$363K ﹤0.01% 3379
2019
Q4 		$705K Buy
18,377
+748
+4% +$27K ﹤0.01% 3723
2019
Q3 		$611K Sell
17,629
-11,618
-40% -$390K ﹤0.01% 3707
2019
Q2 		$1.01M Buy
29,247
+6,084
+26% +$213K ﹤0.01% 3291
2019
Q1 		$813K Sell
23,163
-30,728
-57% -$1.07M ﹤0.01% 3358
2018
Q4 		$1.67M Buy
53,891
+15,483
+40% +$541K ﹤0.01% 2776
2018
Q3 		$1.49M Buy
38,408
+12,199
+47% +$479K ﹤0.01% 3067
2018
Q2 		$1.01M Buy
26,209
+20,417
+353% +$763K ﹤0.01% 3222
2018
Q1 		$205K Buy
5,792
+3,756
+184% +$137K ﹤0.01% 4305
2017
Q4 		$75K Sell
2,036
-3,658
-64% -$132K ﹤0.01% 4969
2017
Q3 		$203K Sell
5,694
-2,645
-32% -$89.2K ﹤0.01% 4502
2017
Q2 		$283K Sell
8,339
-3,485
-29% -$118K ﹤0.01% 4116
2017
Q1 		$404K Sell
11,824
-15,235
-56% -$523K ﹤0.01% 3805
2016
Q4 		$942K Buy
27,059
+20,813
+333% +$675K ﹤0.01% 3205
2016
Q3 		$193K Buy
6,246
+158
+3% +$4.78K ﹤0.01% 4451
2016
Q2 		$172K Sell
6,088
-544
-8% -$15.4K ﹤0.01% 4500
2016
Q1 		$189K Sell
6,632
-9,515
-59% -$245K ﹤0.01% 4406
2015
Q4 		$437K Buy
16,147
+2,942
+22% +$83.7K ﹤0.01% 3906
2015
Q3 		$361K Sell
13,205
-21,457
-62% -$632K ﹤0.01% 3837
2015
Q2 		$1.13M Buy
34,662
+14,439
+71% +$484K ﹤0.01% 2794
2015
Q1 		$677K Sell
20,223
-29,163
-59% -$951K ﹤0.01% 3227
2014
Q4 		$1.63M Buy
49,386
+344
+0.7% +$10.8K ﹤0.01% 2497
2014
Q3 		$1.46M Sell
49,042
-20,441
-29% -$648K ﹤0.01% 2546
2014
Q2 		$2.29M Sell
69,483
-32,829
-32% -$1.05M ﹤0.01% 2215
2014
Q1 		$3.34M Buy
102,312
+80,233
+363% +$2.53M ﹤0.01% 1874
2013
Q4 		$705K Buy
22,079
+8,261
+60% +$250K ﹤0.01% 3138
2013
Q3 		$398K Buy
13,818
+13,404
+3,238% +$374K ﹤0.01% 3565
2013
Q2 		$11K Buy
+414
New +$10.6K ﹤0.01% 5239

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada's FYT Position: Q1 2026 in Review

Royal Bank of Canada reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 5% in Q1 2026, selling an estimated $328K and leaving 101,235 shares worth $6.25M. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Royal Bank of Canada first reported a position in FYT in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.55M in Q4 2024. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Royal Bank of Canada held 101,235 shares of First Trust Small Cap Value AlphaDEX Fund worth $6.25M as of Q1 2026.
  • Royal Bank of Canada sold 5,324 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $328K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Royal Bank of Canada's portfolio in Q1 2026, its #2244 holding.
  • Royal Bank of Canada first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2013 and has held it in 52 quarters since.
  • Royal Bank of Canada's First Trust Small Cap Value AlphaDEX Fund position peaked at $9.55M in Q4 2024.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.