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Advisornet Financial’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Advisornet Financial’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 		$34.5K Buy
+271
New +$30.6K ﹤0.01% 1235
2018
Q1 		– Sell
-1,080
Closed -$46K – 1422
2017
Q4 		$46K Buy
+1,080
New +$45.1K 0.01% 674

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 22.9% 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 $895M AUM 10.23% 1-Year Est. Return

Advisornet Financial's FYC Position: Q2 2026 in Review

Advisornet Financial opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 271 shares worth $34.5K. The stake represents ﹤0.01% of the portfolio and ranks #1235 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in FYC as recently as Q4 2017.

Advisornet Financial first reported a position in FYC in Q4 2017 and has held it in 2 quarters since. The position peaked at $46K in Q4 2017. 177 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Advisornet Financial held 271 shares of First Trust Small Cap Growth AlphaDEX Fund worth $34.5K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Advisornet Financial position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1235 holding.
  • Advisornet Financial first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and has held it in 2 quarters since.
  • Advisornet Financial's First Trust Small Cap Growth AlphaDEX Fund position peaked at $46K in Q4 2017.
  • 177 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.