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

Waverly Advisors’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	$386K	Buy	6,239 +35	+0.6%	+$2.15K	﹤0.01%	1202
2025 Q4	$352K	Sell	6,204 -10	-0.2%	-$558	﹤0.01%	1145
2025 Q3	$347K	Buy	6,214 +1,300	+26%	+$70.6K	﹤0.01%	983
2025 Q2	$248K	Buy	4,914 +257	+6%	+$12.4K	﹤0.01%	1045
2025 Q1	$232K	Buy	4,657 +150	+3%	+$7.98K	﹤0.01%	1008
2024 Q4	$248K	Buy	+4,507	New	+$255K	﹤0.01%	877

Other funds holding FYT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Waverly Advisors's FYT Position: Q1 2026 in Review

Waverly Advisors increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.56% in Q1 2026, buying an estimated $2.15K and bringing the position to 6,239 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Waverly Advisors first reported a position in FYT in Q4 2024 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold FYT as of Q1 2026.

Waverly Advisors held 6,239 shares of First Trust Small Cap Value AlphaDEX Fund worth $386K as of Q1 2026.
Waverly Advisors bought 35 First Trust Small Cap Value AlphaDEX Fund shares in Q1 2026, an estimated $2.15K.
First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1202 holding.
Waverly Advisors first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.