BAM Wealth Management
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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
Q3 		$422K Buy
3,659
+699
+24% +$84K 0.23% 122
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Warner Group
Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

BAM Wealth Management's FYC Position: Q3 2026 in Review

BAM Wealth Management increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 24% in Q3 2026, buying an estimated $84K and bringing the position to 3,659 shares worth $422K. The position accounts for 0.23% of the portfolio, ranked #122.

BAM Wealth Management first reported a position in FYC in Q1 2026 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • BAM Wealth Management held 3,659 shares of First Trust Small Cap Growth AlphaDEX Fund worth $422K as of Q3 2026.
  • BAM Wealth Management bought 699 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $84K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.23% of BAM Wealth Management's portfolio in Q3 2026, its #122 holding.
  • BAM Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2026 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.