Clear Point Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Clear Point Advisors’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	–	Sell	-7,753	Closed	-$752K	–	110
2026 Q1	$752K	Buy	7,753 +231	+3%	+$23K	0.58%	36
2025 Q4	$723K	Sell	7,522 -231	-3%	-$21.8K	0.56%	50
2025 Q3	$703K	Sell	7,753 -101	-1%	-$8.51K	0.55%	55
2025 Q2	$625K	Sell	7,854 -32	-0.4%	-$2.3K	0.53%	55
2025 Q1	$543K	Sell	7,886 -558	-7%	-$42.2K	0.49%	59
2024 Q4	$654K	Buy	8,444 +14	+0.2%	+$1.1K	0.56%	51
2024 Q3	$627K	Buy	8,430 +32	+0.4%	+$2.24K	0.48%	56
2024 Q2	$553K	Buy	8,398 +7	+0.1%	+$455	0.45%	59
2024 Q1	$551K	Buy	8,391 +19	+0.2%	+$1.19K	0.45%	60
2023 Q4	$527K	Buy	+8,372	New	+$476K	0.47%	58

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Clear Point Advisors's FYC Position: Q2 2026 in Review

Clear Point Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026, closing a stake of 7,753 shares — an estimated $752K sold.

Clear Point Advisors first reported a position in FYC in Q4 2023 and held it in 10 quarters. The position peaked at $752K in Q1 2026. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Clear Point Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
Clear Point Advisors sold 7,753 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $752K.
Clear Point Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2023 and held it in 10 quarters.
Clear Point Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $752K in Q1 2026.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.