Sunbelt Securities’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Sunbelt Securities’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	$15.4K	Hold	250	–	–	﹤0.01%	1369
2025 Q4	$14.2K	Hold	250	–	–	﹤0.01%	1351
2025 Q3	$14K	Hold	250	–	–	﹤0.01%	1363
2025 Q2	$13.8K	Hold	250	–	–	﹤0.01%	1240
2025 Q1	$12.4K	Hold	250	–	–	﹤0.01%	1226
2024 Q4	$13.7K	Hold	250	–	–	﹤0.01%	1243
2024 Q3	$13.9K	Hold	250	–	–	﹤0.01%	1234
2024 Q2	$12.9K	Hold	250	–	–	﹤0.01%	1213
2024 Q1	$13.6K	Hold	250	–	–	﹤0.01%	1172
2023 Q4	$13.6K	Hold	250	–	–	﹤0.01%	1108
2023 Q3	$11.7K	Hold	250	–	–	﹤0.01%	1115
2023 Q2	$11.5K	Hold	250	–	–	﹤0.01%	1146
2023 Q1	$11.2K	Buy	+250	New	+$12.1K	﹤0.01%	1102

Other funds holding FYT

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Sunbelt Securities's FYT Position: Q1 2026 in Review

Sunbelt Securities held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q1 2026 at 250 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Sunbelt Securities first reported a position in FYT in Q1 2023 and has held it in 13 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Sunbelt Securities held 250 shares of First Trust Small Cap Value AlphaDEX Fund worth $15.4K as of Q1 2026.
Sunbelt Securities left its First Trust Small Cap Value AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1369 holding.
Sunbelt Securities first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2023 and has held it in 13 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.