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Bogart Wealth LLC’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Bogart Wealth LLC’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 		$17.5K Buy
+137
New +$15.5K ﹤0.01% 834

Other funds holding FYC

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SL
StoryOne LLC Overland Park, Kansas $212M AUM
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return

Bogart Wealth LLC's FYC Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 137 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #834 among its holdings.

51 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Bogart Wealth LLC held 137 shares of First Trust Small Cap Growth AlphaDEX Fund worth $17.5K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Bogart Wealth LLC position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #834 holding.
  • 51 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.