Truist Financial
FYT icon

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

Truist 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
Q2 		$3.25M Sell
46,570
-1,182
-2% -$78.1K ﹤0.01% 1130
2026
Q1 		$2.95M Sell
47,752
-370
-0.8% -$22.8K ﹤0.01% 1103
2025
Q4 		$2.73M Buy
48,122
+3,058
+7% +$171K ﹤0.01% 1125
2025
Q3 		$2.52M Buy
45,064
+2,047
+5% +$111K ﹤0.01% 1220
2025
Q2 		$2.17M Sell
43,017
-5,243
-11% -$252K ﹤0.01% 1232
2025
Q1 		$2.4M Sell
48,260
-3,859
-7% -$205K ﹤0.01% 1138
2024
Q4 		$2.87M Sell
52,119
-1,012
-2% -$57.3K ﹤0.01% 1071
2024
Q3 		$2.95M Buy
53,131
+1,846
+4% +$101K ﹤0.01% 1063
2024
Q2 		$2.65M Sell
51,285
-1,590
-3% -$83K ﹤0.01% 1145
2024
Q1 		$2.87M Sell
52,875
-15,157
-22% -$796K ﹤0.01% 1116
2023
Q4 		$3.7M Sell
68,032
-91,701
-57% -$4.43M 0.01% 980
2023
Q3 		$7.5M Sell
159,733
-13,696
-8% -$663K 0.01% 681
2023
Q2 		$7.99M Buy
173,429
+3,797
+2% +$169K 0.01% 663
2023
Q1 		$7.75M Buy
169,632
+161,875
+2,087% +$7.81M 0.01% 671
2022
Q4 		$349K Buy
7,757
+1,949
+34% +$88K ﹤0.01% 2180
2022
Q3 		$235K Sell
5,808
-80,158
-93% -$3.71M ﹤0.01% 2211
2022
Q2 		$3.79M Sell
85,966
-594
-0.7% -$28.5K 0.01% 912
2022
Q1 		$4.42M Sell
86,560
-28,643
-25% -$1.48M 0.01% 923
2021
Q4 		$6.12M Sell
115,203
-21,933
-16% -$1.15M 0.01% 819
2021
Q3 		$6.84M Sell
137,136
-261,355
-66% -$13.1M 0.01% 766
2021
Q2 		$20.3M Sell
398,491
-49,967
-11% -$2.59M 0.03% 426
2021
Q1 		$22.6M Sell
448,458
-16,670
-4% -$789K 0.04% 384
2020
Q4 		$19.3M Buy
465,128
+217,958
+88% +$8.06M 0.04% 405
2020
Q3 		$7.62M Buy
+247,170
New +$7.83M 0.02% 625

Other funds holding FYT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial's FYT Position: Q2 2026 in Review

Truist Financial reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 2.5% in Q2 2026, selling an estimated $78.1K and leaving 46,570 shares worth $3.25M. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Truist Financial first reported a position in FYT in Q3 2020 and has held it in 24 quarters since. The position peaked at $22.6M in Q1 2021. 73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Truist Financial held 46,570 shares of First Trust Small Cap Value AlphaDEX Fund worth $3.25M as of Q2 2026.
  • Truist Financial sold 1,182 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $78.1K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1130 holding.
  • Truist Financial first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q3 2020 and has held it in 24 quarters since.
  • Truist Financial's First Trust Small Cap Value AlphaDEX Fund position peaked at $22.6M in Q1 2021.
  • 73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.