Signature Estate & Investment Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Signature Estate & Investment 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	–	Sell	-3,275	Closed	-$202K	–	689
2026 Q1	$202K	Sell	3,275 -3,169	-49%	-$195K	﹤0.01%	628
2025 Q4	$365K	Sell	6,444 -2,055	-24%	-$115K	0.01%	463
2025 Q3	$475K	Buy	8,499 +31	+0.4%	+$1.68K	0.01%	393
2025 Q2	$427K	Buy	8,468 +3,154	+59%	+$152K	0.01%	395
2025 Q1	$264K	Buy	+5,314	New	+$283K	0.01%	466

Other funds holding FYT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RBFC

Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWP

Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return

Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return

Signature Estate & Investment Advisors's FYT Position: Q2 2026 in Review

Signature Estate & Investment Advisors sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026, closing a stake of 3,275 shares — an estimated $202K sold.

Signature Estate & Investment Advisors first reported a position in FYT in Q1 2025 and held it in 5 quarters. The position peaked at $475K in Q3 2025. 38 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Signature Estate & Investment Advisors reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Signature Estate & Investment Advisors sold 3,275 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $202K.
Signature Estate & Investment Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2025 and held it in 5 quarters.
Signature Estate & Investment Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $475K in Q3 2025.
38 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.