Creative Planning
FYC icon

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

Creative Planning’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
2025
Q3 		– Sell
-2,532
Closed -$202K – 3952
2025
Q2 		$202K Buy
+2,532
New +$182K ﹤0.01% 3213

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Planning's FYC Position: Q3 2025 in Review

Creative Planning sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2025, closing a stake of 2,532 shares — an estimated $202K sold.

Creative Planning first reported a position in FYC in Q2 2025 and held it in 1 quarter. The position peaked at $202K in Q2 2025. 117 funds tracked by Wall St. Rank hold FYC as of Q3 2025.

  • Creative Planning reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Creative Planning sold 2,532 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $202K.
  • Creative Planning first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Creative Planning's First Trust Small Cap Growth AlphaDEX Fund position peaked at $202K in Q2 2025.
  • 117 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2025.

Based on Creative Planning's 13F filing for Q3 2025, filed 14 Nov 2025.