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

Spire Wealth Management’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	$2.69K	Hold	39	–	–	﹤0.01%	1951
2026 Q1	$2.38K	Sell	39 -38	-49%	-$2.34K	﹤0.01%	2009
2025 Q4	$4.37K	Hold	77	–	–	﹤0.01%	1943
2025 Q3	$4.31K	Hold	77	–	–	﹤0.01%	1993
2025 Q2	$3.89K	Hold	77	–	–	﹤0.01%	2021
2025 Q1	$3.84K	Hold	77	–	–	﹤0.01%	2128
2024 Q4	$4.24K	Hold	77	–	–	﹤0.01%	2087
2024 Q3	$4.29K	Hold	77	–	–	﹤0.01%	1851
2024 Q2	$3.99K	Hold	77	–	–	﹤0.01%	1885
2024 Q1	$4.19K	Hold	77	–	–	﹤0.01%	1972
2023 Q4	$4.02K	Hold	77	–	–	﹤0.01%	2012
2023 Q3	$3.62K	Hold	77	–	–	﹤0.01%	2012
2023 Q2	$3.56K	Hold	77	–	–	﹤0.01%	2083
2023 Q1	$3.52K	Sell	77 -1,364	-95%	-$65.8K	﹤0.01%	2120
2022 Q4	$65K	Buy	1,441 +695	+93%	+$31.4K	﹤0.01%	896
2022 Q3	$30K	Sell	746 -1,702	-70%	-$78.8K	﹤0.01%	1151
2022 Q2	$108K	Sell	2,448 -12,481	-84%	-$598K	﹤0.01%	1007
2022 Q1	$763K	Sell	14,929 -688	-4%	-$35.6K	0.02%	455
2021 Q4	$829K	Buy	15,617 +1,095	+8%	+$57.3K	0.02%	528
2021 Q3	$725K	Buy	14,522 +4,202	+41%	+$210K	0.02%	489
2021 Q2	$525K	Buy	+10,320	New	+$535K	0.01%	595

Other funds holding FYT

TIA

TCFG Investment Advisors Laguna Niguel, California $297M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PCA

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

NWM

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return

Spire Wealth Management's FYT Position: Q2 2026 in Review

Spire Wealth Management held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q2 2026 at 39 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Spire Wealth Management first reported a position in FYT in Q2 2021 and has held it in 21 quarters since. The position peaked at $829K in Q4 2021. 8 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Spire Wealth Management held 39 shares of First Trust Small Cap Value AlphaDEX Fund worth $2.69K as of Q2 2026.
Spire Wealth Management left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1951 holding.
Spire Wealth Management first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2021 and has held it in 21 quarters since.
Spire Wealth Management's First Trust Small Cap Value AlphaDEX Fund position peaked at $829K in Q4 2021.
8 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.