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Action Point Financial Planning’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Action Point Financial Planning’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
2026
Q2 		$24.2K Buy
+190
New +$21.4K ﹤0.01% 1066

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Action Point Financial Planning's FYC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 190 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #1066 among its holdings.

175 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Action Point Financial Planning held 190 shares of First Trust Small Cap Growth AlphaDEX Fund worth $24.2K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Action Point Financial Planning position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1066 holding.
  • 175 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.