Echo Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Echo Wealth Management’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 Q3	$386K	Sell	3,344 -123	-4%	-$14.8K	0.19%	36
2026 Q2	$442K	Buy	3,467 +27	+0.8%	+$3.05K	0.23%	31
2026 Q1	$334K	Sell	3,440 -1,049	-23%	-$104K	0.19%	34
2025 Q4	$431K	Buy	+4,489	New	+$423K	0.25%	32

Other funds holding FYC

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

NWWA

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

SFC

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Echo Wealth Management's FYC Position: Q3 2026 in Review

Echo Wealth Management reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 3.5% in Q3 2026, selling an estimated $14.8K and leaving 3,344 shares worth $386K. The position accounts for 0.19% of the portfolio, ranked #36.

Echo Wealth Management first reported a position in FYC in Q4 2025 and has held it in 4 quarters since. The position peaked at $442K in Q2 2026. 30 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

Echo Wealth Management held 3,344 shares of First Trust Small Cap Growth AlphaDEX Fund worth $386K as of Q3 2026.
Echo Wealth Management sold 123 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $14.8K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.19% of Echo Wealth Management's portfolio in Q3 2026, its #36 holding.
Echo Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
Echo Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $442K in Q2 2026.
30 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Echo Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.