Advisory Services Network’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Advisory Services Network’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	–	Sell	-2,122	Closed	-$206K	–	3124
2026 Q1	$206K	Buy	2,122 +24	+1%	+$2.39K	﹤0.01%	1804
2025 Q4	$202K	Buy	2,098 +1,000	+91%	+$94.3K	﹤0.01%	1699
2025 Q3	$99.6K	Buy	+1,098	New	+$92.5K	﹤0.01%	2081
2023 Q2	–	Sell	-320	Closed	-$18.5K	–	2271
2023 Q1	$18.5K	Hold	320	–	–	﹤0.01%	2585
2022 Q4	$17.7K	Buy	+320	New	+$18.2K	﹤0.01%	2573
2022 Q1	–	Sell	-4,232	Closed	-$316K	–	1486
2021 Q4	$316K	Buy	4,232 +318	+8%	+$23.8K	0.01%	1102
2021 Q3	$280K	Hold	3,914	–	–	0.01%	1132
2021 Q2	$287K	Buy	3,914 +116	+3%	+$8.2K	0.01%	1110
2021 Q1	$265K	Buy	3,798 +216	+6%	+$15.2K	0.01%	1081
2020 Q4	$221K	Buy	+3,582	New	+$195K	0.01%	1027
2020 Q1	–	Sell	-7,727	Closed	-$361K	–	3125
2019 Q4	$361K	Buy	7,727 +8	+0.1%	+$361	0.02%	709
2019 Q3	$359K	Hold	7,719	–	–	0.02%	645
2019 Q2	$359K	Buy	7,719 +4,636	+150%	+$212K	0.02%	643
2019 Q1	$142K	Buy	3,083 +166	+6%	+$7.43K	0.01%	874
2018 Q4	$117K	Hold	2,917	–	–	0.01%	850
2018 Q3	$153K	Buy	2,917 +539	+23%	+$27.5K	0.01%	835
2018 Q2	$120K	Buy	2,378 +706	+42%	+$32.7K	0.01%	877
2018 Q1	$73K	Hold	1,672	–	–	0.01%	1161
2017 Q4	$71K	Buy	+1,672	New	+$69.8K	0.01%	1112

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

Advisory Services Network's FYC Position: Q2 2026 in Review

Advisory Services Network sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026, closing a stake of 2,122 shares — an estimated $206K sold.

Advisory Services Network first reported a position in FYC in Q4 2017 and held it in 19 quarters. The position peaked at $361K in Q4 2019. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Advisory Services Network reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,122 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $206K.
Advisory Services Network first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and held it in 19 quarters.
Advisory Services Network's First Trust Small Cap Growth AlphaDEX Fund position peaked at $361K in Q4 2019.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.