Wealth Enhancement Advisory Services
FYT icon

Wealth Enhancement Advisory Services’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Wealth Enhancement Advisory Services’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 		$384K Buy
5,496
+46
+0.8% +$3.04K ﹤0.01% 2956
2026
Q1 		$339K Sell
5,450
-2,130
-28% -$131K ﹤0.01% 2658
2025
Q4 		$445K Hold
7,580
– – ﹤0.01% 2571
2025
Q3 		$421K Sell
7,580
-300
-4% -$16.3K ﹤0.01% 2495
2025
Q2 		$419K Buy
7,880
+240
+3% +$11.5K ﹤0.01% 2359
2025
Q1 		$380K Sell
7,640
-600
-7% -$31.9K ﹤0.01% 2250
2024
Q4 		$453K Buy
+8,240
New +$466K ﹤0.01% 2055

Other funds holding FYT

TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TCOT
Trust Company of Toledo Holland, Ohio $1.2B AUM 33.38% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Wealth Enhancement Advisory Services's FYT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Small Cap Value AlphaDEX Fund (FYT) stake by 0.84% in Q2 2026, buying an estimated $3.04K and bringing the position to 5,496 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Wealth Enhancement Advisory Services first reported a position in FYT in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q4 2024. 8 funds tracked by Wall St. Rank hold FYT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 5,496 shares of First Trust Small Cap Value AlphaDEX Fund worth $384K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 46 First Trust Small Cap Value AlphaDEX Fund shares in Q2 2026, an estimated $3.04K.
  • First Trust Small Cap Value AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2956 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's First Trust Small Cap Value AlphaDEX Fund position peaked at $453K in Q4 2024.
  • 8 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.