Custom Index Systems’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Custom Index Systems’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	$2.06M	Buy	16,142 +3,017	+23%	+$341K	0.74%	28
2026 Q1	$1.27M	Sell	13,125 -164	-1%	-$16.3K	0.55%	42
2025 Q4	$1.28M	Sell	13,289 -3,055	-19%	-$288K	0.56%	45
2025 Q3	$1.48M	Buy	16,344 +12,744	+354%	+$1.07M	0.44%	63
2025 Q2	$286K	Sell	3,600 -56	-2%	-$4.02K	0.14%	199
2025 Q1	$252K	Buy	+3,656	New	+$276K	0.13%	236

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

Custom Index Systems's FYC Position: Q2 2026 in Review

Custom Index Systems increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 23% in Q2 2026, buying an estimated $341K and bringing the position to 16,142 shares worth $2.06M. The position accounts for 0.74% of the portfolio, ranked #28.

Custom Index Systems first reported a position in FYC in Q1 2025 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Custom Index Systems held 16,142 shares of First Trust Small Cap Growth AlphaDEX Fund worth $2.06M as of Q2 2026.
Custom Index Systems bought 3,017 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $341K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.74% of Custom Index Systems's portfolio in Q2 2026, its #28 holding.
Custom Index Systems first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.