Arkadios Wealth Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Arkadios Wealth 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	–	Sell	-2,610	Closed	-$253K	–	1806
2026 Q1	$253K	Buy	+2,610	New	+$260K	﹤0.01%	1447
2024 Q2	–	Sell	-4,022	Closed	-$264K	–	885
2024 Q1	$264K	Hold	4,022	–	–	0.02%	580
2023 Q4	$253K	Buy	+4,022	New	+$229K	0.02%	580
2023 Q3	–	Sell	-3,508	Closed	-$211K	–	726
2023 Q2	$211K	Buy	3,508 +4	+0.1%	+$230	0.02%	567
2023 Q1	$203K	Sell	3,504 -1,796	-34%	-$105K	0.02%	569
2022 Q4	$293K	Buy	+5,300	New	+$302K	0.04%	414
2020 Q2	–	Sell	-562	Closed	-$18.3K	–	1019
2020 Q1	$18.3K	Hold	562	–	–	0.01%	505
2019 Q4	$27.3K	Buy	+562	New	+$25.3K	0.02%	402

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

Arkadios Wealth Advisors's FYC Position: Q2 2026 in Review

Arkadios Wealth Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026, closing a stake of 2,610 shares — an estimated $253K sold.

Arkadios Wealth Advisors first reported a position in FYC in Q4 2019 and held it in 8 quarters. The position peaked at $293K in Q4 2022. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Arkadios Wealth Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Arkadios Wealth Advisors sold 2,610 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $253K.
Arkadios Wealth Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $293K in Q4 2022.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.