Simplicity Wealth’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Simplicity Wealth’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
2025 Q1	–	Sell	-290,153	Closed	-$16M	–	581
2024 Q4	$16M	Buy	290,153 +634	+0.2%	+$35.9K	3.33%	5
2024 Q3	$16.1M	Buy	289,519 +4,541	+2%	+$248K	1.49%	12
2024 Q2	$14.7M	Buy	284,978 +9,757	+4%	+$509K	0.33%	55
2024 Q1	$15M	Buy	+275,221	New	+$14.4M	0.36%	50

Other funds holding FYT

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

KWM

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

PWS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Simplicity Wealth's FYT Position: Q1 2025 in Review

Simplicity Wealth sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q1 2025, closing a stake of 290,153 shares — an estimated $16M sold.

Simplicity Wealth first reported a position in FYT in Q1 2024 and held it in 4 quarters. The position peaked at $16.1M in Q3 2024. 69 funds tracked by Wall St. Rank hold FYT as of Q1 2025.

Simplicity Wealth reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
Simplicity Wealth sold 290,153 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2025, an estimated $16M.
Simplicity Wealth first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2024 and held it in 4 quarters.
Simplicity Wealth's First Trust Small Cap Value AlphaDEX Fund position peaked at $16.1M in Q3 2024.
69 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2025.

Based on Simplicity Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.