Certified Advisory Corp’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Certified Advisory Corp’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	$2.49M	Sell	19,569 -68	-0.3%	-$7.68K	0.2%	111
2026 Q1	$1.9M	Buy	19,637 +443	+2%	+$44.1K	0.17%	125
2025 Q4	$1.84M	Sell	19,194 -279	-1%	-$26.3K	0.17%	126
2025 Q3	$1.77M	Sell	19,473 -3	-0%	-$253	0.17%	123
2025 Q2	$1.55M	Buy	+19,476	New	+$1.4M	0.16%	124

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

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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return