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Aptus Capital Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Aptus Capital Advisors’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 		$257K Buy
+2,020
New +$228K ﹤0.01% 1011
2026
Q1 		– Sell
-2,136
Closed -$205K – 1720
2025
Q4 		$205K Buy
+2,136
New +$201K ﹤0.01% 1028

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

Aptus Capital Advisors's FYC Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 2,020 shares worth $257K. The stake represents ﹤0.01% of the portfolio and ranks #1011 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in FYC as recently as Q4 2025.

Aptus Capital Advisors first reported a position in FYC in Q4 2025 and has held it in 2 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Aptus Capital Advisors held 2,020 shares of First Trust Small Cap Growth AlphaDEX Fund worth $257K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Aptus Capital Advisors position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1011 holding.
  • Aptus Capital Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.