Steward Partners Investment Advisory’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-95	Closed	-$4.72K	–	4172
2025 Q1	$4.72K	Hold	95	–	–	﹤0.01%	3398
2024 Q4	$5.23K	Hold	95	–	–	﹤0.01%	3349
2024 Q3	$5.28K	Hold	95	–	–	﹤0.01%	3171
2024 Q2	$4.92K	Hold	95	–	–	﹤0.01%	3052
2024 Q1	$5.16K	Hold	95	–	–	﹤0.01%	3038
2023 Q4	$5.17K	Hold	95	–	–	﹤0.01%	2947
2023 Q3	$4.46K	Hold	95	–	–	﹤0.01%	2865
2023 Q2	$4.38K	Hold	95	–	–	﹤0.01%	2827
2023 Q1	$4.34K	Sell	95 -15	-14%	-$723	﹤0.01%	2822
2022 Q4	$4.95K	Sell	110 -1,200	-92%	-$54.2K	﹤0.01%	2777
2022 Q3	$53K	Sell	1,310 -33,999	-96%	-$1.57M	﹤0.01%	1754
2022 Q2	$1.55M	Buy	+35,309	New	+$1.69M	0.03%	508
2020 Q1	–	Sell	-400	Closed	-$15K	–	2570
2019 Q4	$15K	Hold	400	–	–	﹤0.01%	1862
2019 Q3	$13K	Hold	400	–	–	﹤0.01%	1881
2019 Q2	$13K	Buy	+400	New	+$14K	﹤0.01%	1872
2018 Q4	–	Sell	-400	Closed	-$15K	–	1287
2018 Q3	$15K	Hold	400	–	–	﹤0.01%	1691
2018 Q2	$15K	Hold	400	–	–	﹤0.01%	1577
2018 Q1	$14K	Hold	400	–	–	﹤0.01%	1467
2017 Q4	$14K	Hold	400	–	–	﹤0.01%	1238
2017 Q3	$14K	Hold	400	–	–	﹤0.01%	1029
2017 Q2	$13K	Hold	400	–	–	﹤0.01%	983
2017 Q1	$13K	Hold	400	–	–	﹤0.01%	867
2016 Q4	$13K	Buy	+400	New	+$13K	0.01%	514

Other funds holding FYT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIP

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Steward Partners Investment Advisory's FYT Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2025, closing a stake of 95 shares — an estimated $4.72K sold.

Steward Partners Investment Advisory first reported a position in FYT in Q4 2016 and held it in 23 quarters. The position peaked at $1.55M in Q2 2022. 65 funds tracked by Wall St. Rank hold FYT as of Q2 2025.

Steward Partners Investment Advisory reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 95 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2025, an estimated $4.72K.
Steward Partners Investment Advisory first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2016 and held it in 23 quarters.
Steward Partners Investment Advisory's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.55M in Q2 2022.
65 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.