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 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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's FYC Position: Q1 2026 in Review

Creative Financial Designs opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2026: 192 shares worth $18.6K. The stake represents ﹤0.01% of the portfolio and ranks #1224 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in FYC as recently as Q1 2021.

Creative Financial Designs first reported a position in FYC in Q2 2020 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Creative Financial Designs held 192 shares of First Trust Small Cap Growth AlphaDEX Fund worth $18.6K as of Q1 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Creative Financial Designs position in Q1 2026.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1224 holding.
Creative Financial Designs first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2020 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.