Stifel Financial
FYT icon

Stifel Financial’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Stifel Financial’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
Q1 		$756K Buy
12,239
+1,793
+17% +$110K ﹤0.01% 2619
2025
Q4 		$592K Sell
10,446
-4
-0% -$223 ﹤0.01% 2771
2025
Q3 		$584K Sell
10,450
-1,455
-12% -$79K ﹤0.01% 2722
2025
Q2 		$600K Sell
11,905
-4,578
-28% -$220K ﹤0.01% 2661
2025
Q1 		$820K Buy
16,483
+4,608
+39% +$245K ﹤0.01% 2361
2024
Q4 		$653K Sell
11,875
-58,621
-83% -$3.32M ﹤0.01% 2519
2024
Q3 		$3.92M Buy
70,496
+17,091
+32% +$933K ﹤0.01% 1342
2024
Q2 		$2.76M Buy
53,405
+4,678
+10% +$244K ﹤0.01% 1501
2024
Q1 		$2.65M Buy
48,727
+13,850
+40% +$727K ﹤0.01% 1524
2023
Q4 		$1.9M Buy
34,877
+14,188
+69% +$686K ﹤0.01% 1702
2023
Q3 		$972K Buy
20,689
+179
+0.9% +$8.67K ﹤0.01% 2065
2023
Q2 		$945K Sell
20,510
-5,287
-20% -$235K ﹤0.01% 2119
2023
Q1 		$1.18M Buy
25,797
+7,440
+41% +$359K ﹤0.01% 1938
2022
Q4 		$826K Sell
18,357
-18,113
-50% -$818K ﹤0.01% 2141
2022
Q3 		$1.48M Sell
36,470
-35,997
-50% -$1.67M ﹤0.01% 1673
2022
Q2 		$3.19M Buy
72,467
+2,838
+4% +$136K 0.01% 1207
2022
Q1 		$3.56M Buy
69,629
+28,356
+69% +$1.47M ﹤0.01% 1237
2021
Q4 		$2.19M Sell
41,273
-116,854
-74% -$6.11M ﹤0.01% 1546
2021
Q3 		$7.89M Sell
158,127
-12,457
-7% -$624K 0.01% 814
2021
Q2 		$8.69M Buy
170,584
+124,350
+269% +$6.45M 0.01% 760
2021
Q1 		$2.33M Buy
46,234
+25,869
+127% +$1.22M ﹤0.01% 1426
2020
Q4 		$847K Buy
20,365
+2,660
+15% +$98.4K ﹤0.01% 1966
2020
Q3 		$545K Buy
17,705
+8,711
+97% +$276K ﹤0.01% 2032
2020
Q2 		$271K Buy
+8,994
New +$247K ﹤0.01% 2417
2019
Q4 		– Sell
-11,833
Closed -$413K – 3040
2019
Q3 		$413K Sell
11,833
-3,774
-24% -$127K ﹤0.01% 2269
2019
Q2 		$539K Buy
15,607
+3,455
+28% +$121K ﹤0.01% 2164
2019
Q1 		$425K Buy
12,152
+2,360
+24% +$82.5K ﹤0.01% 2163
2018
Q4 		$301K Buy
9,792
+2,060
+27% +$71.9K ﹤0.01% 2227
2018
Q3 		$298K Buy
7,732
+742
+11% +$29.1K ﹤0.01% 2362
2018
Q2 		$271K Buy
6,990
+321
+5% +$12K ﹤0.01% 2361
2018
Q1 		$239K Buy
6,669
+1,159
+21% +$42.4K ﹤0.01% 2380
2017
Q4 		$204K Sell
5,510
-13,250
-71% -$477K ﹤0.01% 2431
2017
Q3 		$667K Buy
18,760
+6,466
+53% +$218K ﹤0.01% 1716
2017
Q2 		$420K Sell
12,294
-10,983
-47% -$371K ﹤0.01% 1962
2017
Q1 		$794K Buy
23,277
+10,969
+89% +$376K ﹤0.01% 1557
2016
Q4 		$428K Sell
12,308
-3,751
-23% -$122K ﹤0.01% 1862
2016
Q3 		$497K Buy
16,059
+4,704
+41% +$142K ﹤0.01% 1734
2016
Q2 		$322K Buy
11,355
+903
+9% +$25.6K ﹤0.01% 2007
2016
Q1 		$297K Sell
10,452
-3,220
-24% -$82.9K ﹤0.01% 1827
2015
Q4 		$370K Sell
13,672
-1,688
-11% -$48K ﹤0.01% 1812
2015
Q3 		$420K Sell
15,360
-914
-6% -$26.9K ﹤0.01% 1654
2015
Q2 		$529K Buy
16,274
+440
+3% +$14.7K ﹤0.01% 1664
2015
Q1 		$529K Sell
15,834
-306
-2% -$9.97K ﹤0.01% 1596
2014
Q4 		$532K Sell
16,140
-8,201
-34% -$257K ﹤0.01% 1584
2014
Q3 		$725K Sell
24,341
-26
-0.1% -$825 0.01% 1315
2014
Q2 		$802K Sell
24,367
-7,127
-23% -$228K 0.01% 1233
2014
Q1 		$1.03M Buy
+31,494
New +$992K 0.01% 1062

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Stifel Financial's FYT Position: Q1 2026 in Review

Stifel Financial increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 17% in Q1 2026, buying an estimated $110K and bringing the position to 12,239 shares worth $756K. The position accounts for ﹤0.01% of the portfolio, ranked #2619.

Stifel Financial first reported a position in FYT in Q1 2014 and has held it in 47 quarters since. The position peaked at $8.69M in Q2 2021. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • Stifel Financial held 12,239 shares of First Trust Small Cap Value AlphaDEX Fund worth $756K as of Q1 2026.
  • Stifel Financial bought 1,793 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $110K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2619 holding.
  • Stifel Financial first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2014 and has held it in 47 quarters since.
  • Stifel Financial's First Trust Small Cap Value AlphaDEX Fund position peaked at $8.69M in Q2 2021.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.