COMMONWEALTH EQUITY SERVICES, LLC FYT — FIRST TR EXCNGE TRD ALPHADEX

Ownership history in COMMONWEALTH EQUITY SERVICES, LLC  ·  33 quarters on record

AI Ownership Summary

COMMONWEALTH EQUITY SERVICES, LLC reported FIRST TR EXCNGE TRD ALPHADEX (FYT) in 33 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows FYT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FYT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COMMONWEALTH EQUITY SERVICES, LLC's position in FIRST TR EXCNGE TRD ALPHADEX, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FYT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FYT stock page COMMONWEALTH EQUITY SERVICES, LLC fund profile COMMONWEALTH EQUITY SERVICES, LLC full holdings
How COMMONWEALTH EQUITY SERVICES, LLC held FYT — position size vs. price
% of Fund (quarterly)    FYT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 35,382 +4,111 +13.1% 0.00% $2.2M 2026-04-27 $67.15
2025 Q4 ADDED — — — 31,271 +1,162 +3.9% 0.00% $1.8M 2026-02-12 $62.78
2025 Q3 REDUCED 6.2% +3.1% ❌ 30,109 -1,984 -6.2% 0.00% $1.7M 2025-10-22 $54.76
2025 Q2 REDUCED 7.3% +11.1% ❌ 32,093 -2,526 -7.3% 0.00% $1.6M 2025-08-06 $51.43
2025 Q1 REDUCED 14.0% +1.4% ❌ 34,619 -5,622 -14.0% 0.00% $1.7M 2025-05-09 $47.56
2024 Q4 ADDED — — — 40,241 +2,961 +7.9% 0.00% $2.2M 2025-02-10 $53.84
2024 Q3 REDUCED 30.9% -0.7% ✅ 37,280 -16,703 -30.9% 0.00% $2.1M 2024-10-18 $54.79
2024 Q2 REDUCED 26.3% +7.8% ❌ 53,983 -19,242 -26.3% 0.00% $2.8M 2024-07-31 $57.06
2024 Q1 ADDED — — — 73,225 +956 +1.3% 0.01% $4.0M 2024-04-29 $50.50
2023 Q4 ADDED — — — 72,269 +42,519 +142.9% 0.01% $3.9M 2024-02-06 $49.65
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FYT

As of 2026 Q1 — sorted by position size

Pinnacle Bancorp, Inc. 3Y 7Y 0.22% TCFG WEALTH MANAGEMENT, LLC 0.21% Medallion Wealth Advisors, LLC 0.14% Prasad Wealth Partners, LLC 0.07% Wagner Wealth Management, LLC 3Y 7Y 0.04% NORTHWEST WEALTH MANAGEMENT, LLC 3Y 7Y 0.03% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 0.01% SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% TRUST CO OF TOLEDO NA /OH/ 3Y 7Y 0.0%

FAQ About COMMONWEALTH EQUITY SERVICES, LLC and FYT

These are the practical questions this page is built to answer before you even open the full history table.

How long has COMMONWEALTH EQUITY SERVICES, LLC reported owning FYT?

COMMONWEALTH EQUITY SERVICES, LLC reported FYT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FYT position in COMMONWEALTH EQUITY SERVICES, LLC's portfolio?

The largest reported portfolio weight for FYT was 0.01% in 2023 Q4.

What is the latest reported FYT position on this page?

The most recent filing on this page is 2026 Q1, when COMMONWEALTH EQUITY SERVICES, LLC reported 35,382 shares, equal to 0.00% of portfolio, with an estimated market value of $2.2M.

What does the chart on this FYT ownership page compare?

The chart compares COMMONWEALTH EQUITY SERVICES, LLC's quarterly FYT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did COMMONWEALTH EQUITY SERVICES, LLC time their FYT position?

Based on 13F filing dates vs. subsequent FYT price moves, COMMONWEALTH EQUITY SERVICES, LLC correctly timed 18 out of 32 reported position changes (56%). The annualised alpha on FYT relative to SPY over the holding period was -2.8%.

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