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Trust Company of Toledo’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Trust Company of Toledo’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 		$34.5K Hold
494
– – ﹤0.01% 519
2026
Q1 		$30.5K Hold
494
– – ﹤0.01% 510
2025
Q4 		$28K Hold
494
– – ﹤0.01% 505
2025
Q3 		$27.6K Hold
494
– – ﹤0.01% 507
2025
Q2 		$24.9K Buy
+494
New +$23.7K ﹤0.01% 502

Other funds holding FYT

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NL
NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $384M AUM 21.52% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Company of Toledo's FYT Position: Q2 2026 in Review

Trust Company of Toledo held its First Trust Small Cap Value AlphaDEX Fund (FYT) position steady in Q2 2026 at 494 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

Trust Company of Toledo first reported a position in FYT in Q2 2025 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Trust Company of Toledo held 494 shares of First Trust Small Cap Value AlphaDEX Fund worth $34.5K as of Q2 2026.
  • Trust Company of Toledo 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 Trust Company of Toledo's portfolio in Q2 2026, its #519 holding.
  • Trust Company of Toledo first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2025 and has held it in 5 quarters since.
  • 25 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.