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Sound Income Strategies’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Sound Income Strategies’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
-722
Closed -$44.6K – 1199
2026
Q1 		$44.6K Hold
722
– – ﹤0.01% 863
2025
Q4 		$43.7K Buy
+722
New +$40.3K ﹤0.01% 846

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RBFC
Roman Butler Fullerton & Co St Louis, Missouri $419M AUM 31.15% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

Sound Income Strategies's FYT Position: Q2 2026 in Review

Sound Income Strategies sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026, closing a stake of 722 shares — an estimated $44.6K sold.

Sound Income Strategies first reported a position in FYT in Q4 2025 and held it in 2 quarters. The position peaked at $44.6K in Q1 2026. 56 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Sound Income Strategies reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 722 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $44.6K.
  • Sound Income Strategies first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's First Trust Small Cap Value AlphaDEX Fund position peaked at $44.6K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.