Advisor Resource Council’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Advisor Resource Council’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	$267K	Sell	2,153 -12	-0.6%	-$1.35K	0.08%	218
2026 Q1	$210K	Sell	2,165 -2,500	-54%	-$249K	0.07%	221
2025 Q4	$472K	Buy	+4,665	New	+$440K	0.17%	133
2021 Q3	–	Sell	-2,895	Closed	-$212K	–	313
2021 Q2	$212K	Buy	+2,895	New	+$205K	0.02%	461

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Advisor Resource Council's FYC Position: Q2 2026 in Review

Advisor Resource Council reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 0.55% in Q2 2026, selling an estimated $1.35K and leaving 2,153 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #218.

Advisor Resource Council first reported a position in FYC in Q2 2021 and has held it in 4 quarters since. The position peaked at $472K in Q4 2025. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Advisor Resource Council held 2,153 shares of First Trust Small Cap Growth AlphaDEX Fund worth $267K as of Q2 2026.
Advisor Resource Council sold 12 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.35K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.08% of Advisor Resource Council's portfolio in Q2 2026, its #218 holding.
Advisor Resource Council first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2021 and has held it in 4 quarters since.
Advisor Resource Council's First Trust Small Cap Growth AlphaDEX Fund position peaked at $472K in Q4 2025.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.