UBS Group
FYT icon

UBS Group’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

UBS Group’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 		$2.14M Sell
34,634
-787
-2% -$48.5K ﹤0.01% 4914
2025
Q4 		$2.01M Sell
35,421
-2,819
-7% -$157K ﹤0.01% 4978
2025
Q3 		$2.14M Sell
38,240
-8,805
-19% -$478K ﹤0.01% 4880
2025
Q2 		$2.37M Sell
47,045
-9,987
-18% -$480K ﹤0.01% 4641
2025
Q1 		$2.84M Sell
57,032
-2,171
-4% -$115K ﹤0.01% 4373
2024
Q4 		$3.26M Buy
59,203
+5,821
+11% +$330K ﹤0.01% 4243
2024
Q3 		$2.97M Sell
53,382
-1,175
-2% -$64.2K ﹤0.01% 3600
2024
Q2 		$2.82M Sell
54,557
-286
-0.5% -$14.9K ﹤0.01% 3404
2024
Q1 		$2.98M Sell
54,843
-27,929
-34% -$1.47M ﹤0.01% 3530
2023
Q4 		$4.5M Buy
82,772
+5,793
+8% +$280K ﹤0.01% 2893
2023
Q3 		$3.62M Buy
76,979
+6,308
+9% +$305K ﹤0.01% 2888
2023
Q2 		$3.26M Sell
70,671
-16,357
-19% -$726K ﹤0.01% 3017
2023
Q1 		$3.98M Buy
87,028
+1,785
+2% +$86.1K ﹤0.01% 2744
2022
Q4 		$3.84M Sell
85,243
-37,018
-30% -$1.67M ﹤0.01% 2750
2022
Q3 		$4.95M Sell
122,261
-3,266
-3% -$151K ﹤0.01% 2354
2022
Q2 		$5.53M Buy
125,527
+7,872
+7% +$377K ﹤0.01% 2291
2022
Q1 		$6.01M Buy
117,655
+65,221
+124% +$3.37M ﹤0.01% 2360
2021
Q4 		$2.78M Buy
52,434
+4,551
+10% +$238K ﹤0.01% 3438
2021
Q3 		$2.39M Sell
47,883
-15,747
-25% -$788K ﹤0.01% 3430
2021
Q2 		$3.24M Sell
63,630
-40,596
-39% -$2.11M ﹤0.01% 3115
2021
Q1 		$5.24M Buy
104,226
+41,597
+66% +$1.97M ﹤0.01% 2542
2020
Q4 		$2.6M Buy
62,629
+7,445
+13% +$275K ﹤0.01% 3135
2020
Q3 		$1.7M Buy
55,184
+8,634
+19% +$273K ﹤0.01% 3203
2020
Q2 		$1.4M Buy
46,550
+33,146
+247% +$910K ﹤0.01% 3204
2020
Q1 		$295K Buy
13,404
+870
+7% +$27.8K ﹤0.01% 4414
2019
Q4 		$481K Sell
12,534
-970
-7% -$35K ﹤0.01% 4870
2019
Q3 		$468K Buy
13,504
+7,638
+130% +$257K ﹤0.01% 4626
2019
Q2 		$203K Sell
5,866
-43
-0.7% -$1.5K ﹤0.01% 4908
2019
Q1 		$207K Buy
5,909
+292
+5% +$10.2K ﹤0.01% 4573
2018
Q4 		$174K Buy
5,617
+475
+9% +$16.6K ﹤0.01% 5071
2018
Q3 		$199K Buy
5,142
+1,837
+56% +$72.1K ﹤0.01% 5066
2018
Q2 		$127K Buy
3,305
+260
+9% +$9.71K ﹤0.01% 5274
2018
Q1 		$108K Sell
3,045
-681
-18% -$24.9K ﹤0.01% 5172
2017
Q4 		$137K Sell
3,726
-2,319
-38% -$83.5K ﹤0.01% 5175
2017
Q3 		$216K Sell
6,045
-4,441
-42% -$150K ﹤0.01% 4791
2017
Q2 		$357K Sell
10,486
-685
-6% -$23.2K ﹤0.01% 4362
2017
Q1 		$381K Buy
11,171
+7,362
+193% +$253K ﹤0.01% 4240
2016
Q4 		$133K Buy
3,809
+2,059
+118% +$66.8K ﹤0.01% 5084
2016
Q3 		$54K Sell
1,750
-5,815
-77% -$176K ﹤0.01% 5450
2016
Q2 		$214K Sell
7,565
-3,701
-33% -$105K ﹤0.01% 4503
2016
Q1 		$320K Sell
11,266
-800
-7% -$20.6K ﹤0.01% 4133
2015
Q4 		$327K Buy
12,066
+338
+3% +$9.61K ﹤0.01% 4285
2015
Q3 		$321K Buy
11,728
+2,426
+26% +$71.5K ﹤0.01% 4251
2015
Q2 		$303K Sell
9,302
-59,468
-86% -$1.99M ﹤0.01% 4511
2015
Q1 		$2.3M Buy
68,770
+57,122
+490% +$1.86M ﹤0.01% 2806
2014
Q4 		$384K Buy
+11,648
New +$365K ﹤0.01% 4423

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

UBS Group's FYT Position: Q1 2026 in Review

UBS Group reduced its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 2.2% in Q1 2026, selling an estimated $48.5K and leaving 34,634 shares worth $2.14M. The position accounts for ﹤0.01% of the portfolio, ranked #4914.

UBS Group first reported a position in FYT in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.01M in Q1 2022. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

  • UBS Group held 34,634 shares of First Trust Small Cap Value AlphaDEX Fund worth $2.14M as of Q1 2026.
  • UBS Group sold 787 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $48.5K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4914 holding.
  • UBS Group first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's First Trust Small Cap Value AlphaDEX Fund position peaked at $6.01M in Q1 2022.
  • 66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.