CPA
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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return