49 Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

49 Wealth Management’s Portfolio FYC Stock Details FYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,771	Closed	-$251K	–	207
2025 Q3	$251K	Sell	2,771 -275	-9%	-$23.2K	0.02%	163
2025 Q2	$242K	Sell	3,046 -323	-10%	-$23.2K	0.03%	153
2025 Q1	$232K	Sell	3,369 -368	-10%	-$27.8K	0.03%	161
2024 Q4	$289K	Buy	3,737 +82	+2%	+$6.45K	0.04%	125
2024 Q3	$272K	Sell	3,655 -568	-13%	-$39.8K	0.04%	128
2024 Q2	$277K	Buy	4,223 +119	+3%	+$7.74K	0.05%	117
2024 Q1	$268K	Buy	+4,104	New	+$257K	0.06%	91

Other funds holding FYC

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

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

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

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

49 Wealth Management's FYC Position: Q4 2025 in Review

49 Wealth Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2025, closing a stake of 2,771 shares — an estimated $251K sold.

49 Wealth Management first reported a position in FYC in Q1 2024 and held it in 7 quarters. The position peaked at $289K in Q4 2024. 138 funds tracked by Wall St. Rank hold FYC as of Q4 2025.

49 Wealth Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
49 Wealth Management sold 2,771 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $251K.
49 Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2024 and held it in 7 quarters.
49 Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $289K in Q4 2024.
138 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2025.

Based on 49 Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.