Creative Financial Designs’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Creative Financial Designs’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	$24.4K	Hold	192	–	–	﹤0.01%	1238
2026 Q1	$18.6K	Buy	+192	New	+$19.1K	﹤0.01%	1224
2021 Q2	–	Sell	-83	Closed	-$6K	–	1417
2021 Q1	$6K	Hold	83	–	–	﹤0.01%	1017
2020 Q4	$5K	Hold	83	–	–	﹤0.01%	976
2020 Q3	$4K	Sell	83 -102	-55%	-$4.66K	﹤0.01%	971
2020 Q2	$8K	Buy	+185	New	+$7.05K	﹤0.01%	793

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 22.9% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Creative Financial Designs's FYC Position: Q2 2026 in Review

Creative Financial Designs held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 192 shares worth $24.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Creative Financial Designs first reported a position in FYC in Q2 2020 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Creative Financial Designs held 192 shares of First Trust Small Cap Growth AlphaDEX Fund worth $24.4K as of Q2 2026.
Creative Financial Designs left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1238 holding.
Creative Financial Designs first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2020 and has held it in 6 quarters since.
177 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.