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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$248K Buy
4,914
+257
+6% +$13K ﹤0.01% 1044
2025
Q1
$232K Buy
4,657
+150
+3% +$7.46K ﹤0.01% 1008
2024
Q4
$248K Buy
+4,507
New +$248K ﹤0.01% 875