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

Warner 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 Q2	$235K	Buy	+3,360	New	+$222K	0.06%	117

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

Warner Group's FYT Position: Q2 2026 in Review

Warner Group opened a new position in First Trust Small Cap Value AlphaDEX Fund (FYT) in Q2 2026: 3,360 shares worth $235K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings.

73 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

Warner Group held 3,360 shares of First Trust Small Cap Value AlphaDEX Fund worth $235K as of Q2 2026.
First Trust Small Cap Value AlphaDEX Fund was a new Warner Group position in Q2 2026.
First Trust Small Cap Value AlphaDEX Fund made up 0.06% of Warner Group's portfolio in Q2 2026, its #117 holding.
73 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.