Winnow Wealth’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Winnow Wealth’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
2025 Q3	–	Sell	-1,000	Closed	-$50.4K	–	609
2025 Q2	$50.4K	Buy	+1,000	New	+$48.1K	0.04%	83

Other funds holding FYT

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BFA

Blueprint Financial Advisors Greensboto, North Carolina $675M AUM 24.91% 1-Year Est. Return

BIP

Blueprint Investment Partners Greensboro, North Carolina $980M AUM 27.19% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

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

PWS

Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return

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

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

Winnow Wealth's FYT Position: Q3 2025 in Review

Winnow Wealth sold out of First Trust Small Cap Value AlphaDEX Fund (FYT) in Q3 2025, closing a stake of 1,000 shares — an estimated $50.4K sold.

Winnow Wealth first reported a position in FYT in Q2 2025 and held it in 1 quarter. The position peaked at $50.4K in Q2 2025. 64 funds tracked by Wall St. Rank hold FYT as of Q3 2025.

Winnow Wealth reported no remaining First Trust Small Cap Value AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
Winnow Wealth sold 1,000 First Trust Small Cap Value AlphaDEX Fund shares in Q3 2025, an estimated $50.4K.
Winnow Wealth first reported a position in First Trust Small Cap Value AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
Winnow Wealth's First Trust Small Cap Value AlphaDEX Fund position peaked at $50.4K in Q2 2025.
64 funds tracked by Wall St. Rank held First Trust Small Cap Value AlphaDEX Fund as of Q3 2025.

Based on Winnow Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.