Cary Street Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Cary Street Partners’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	$3.47M	Buy	+27,275	New	+$3.08M	0.08%	261

Other funds holding FYC

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Cary Street Partners's FYC Position: Q2 2026 in Review

Cary Street Partners opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 27,275 shares worth $3.47M. The stake represents 0.08% of the portfolio and ranks #261 among its holdings.

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

Cary Street Partners held 27,275 shares of First Trust Small Cap Growth AlphaDEX Fund worth $3.47M as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Cary Street Partners position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.08% of Cary Street Partners's portfolio in Q2 2026, its #261 holding.
23 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.