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

Transamerica Financial Advisors’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	$853	Hold	12	–	–	﹤0.01%	1540
2026 Q1	$755	Hold	12	–	–	﹤0.01%	1399
2025 Q4	$693	Sell	12 -1	-8%	-$56	﹤0.01%	1300
2025 Q3	$683	Sell	13 -18	-58%	-$978	﹤0.01%	1239
2025 Q2	$1.56K	Hold	31	–	–	﹤0.01%	396
2025 Q1	$2K	Hold	31	–	–	﹤0.01%	405
2024 Q4	$2K	Hold	31	–	–	﹤0.01%	396
2024 Q3	$2K	Sell	31 -38	-55%	-$2.08K	﹤0.01%	400
2024 Q2	$4K	Hold	69	–	–	﹤0.01%	354
2024 Q1	$4K	Sell	69 -2	-3%	-$105	﹤0.01%	386
2023 Q4	$4K	Sell	71 -159	-69%	-$7.69K	﹤0.01%	333
2023 Q3	$11K	Sell	230 -72	-24%	-$3.49K	﹤0.01%	327
2023 Q2	$14K	Sell	302 -9,121	-97%	-$405K	﹤0.01%	301
2023 Q1	$431K	Sell	9,423 -10,677	-53%	-$515K	0.06%	188
2022 Q4	$905K	Sell	20,100 -11,837	-37%	-$535K	0.13%	147
2022 Q3	$1.29M	Buy	31,937 +43	+0.1%	+$1.99K	0.19%	84
2022 Q2	$1.41M	Buy	31,894 +31,420	+6,629%	+$1.51M	0.2%	75
2022 Q1	$25K	Buy	+474	New	+$24.5K	0.89%	31
2021 Q3	–	Sell	-644	Closed	-$33K	–	154
2021 Q2	$33K	Sell	644 -88	-12%	-$4.57K	0.81%	30
2021 Q1	$37K	Buy	+732	New	+$34.6K	0.9%	30

Other funds holding FYT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Transamerica Financial Advisors's FYT Position: Q2 2026 in Review

Transamerica Financial Advisors held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q2 2026 at 12 shares worth $853. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Transamerica Financial Advisors first reported a position in FYT in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.41M in Q2 2022. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Transamerica Financial Advisors held 12 shares of First Trust Small Cap Value AlphaDEX Fund worth $853 as of Q2 2026.
Transamerica Financial Advisors 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 Transamerica Financial Advisors's portfolio in Q2 2026, its #1540 holding.
Transamerica Financial Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q1 2021 and has held it in 20 quarters since.
Transamerica Financial Advisors's First Trust Small Cap Value AlphaDEX Fund position peaked at $1.41M in Q2 2022.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.