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BAM Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

BAM Wealth Management’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 		$377K Buy
2,960
+28
+1% +$3.16K 0.24% 118
2026
Q1 		$284K Buy
+2,932
New +$292K 0.21% 122

Other funds holding FYC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

BAM Wealth Management's FYC Position: Q2 2026 in Review

BAM Wealth Management increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 0.95% in Q2 2026, buying an estimated $3.16K and bringing the position to 2,960 shares worth $377K. The position accounts for 0.24% of the portfolio, ranked #118.

BAM Wealth Management first reported a position in FYC in Q1 2026 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • BAM Wealth Management held 2,960 shares of First Trust Small Cap Growth AlphaDEX Fund worth $377K as of Q2 2026.
  • BAM Wealth Management bought 28 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $3.16K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.24% of BAM Wealth Management's portfolio in Q2 2026, its #118 holding.
  • BAM Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2026 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.