Empirical Asset Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2M Buy
15,714
+438
+3% +$49.4K 0.45% 53
2026
Q1
$1.48M Sell
15,276
-1,359
-8% -$135K 0.39% 66
2025
Q4
$1.6M Buy
16,635
+6,490
+64% +$612K 0.45% 56
2025
Q3
$920K Buy
+10,145
New +$855K 0.26% 103

Other funds holding FYC

Empirical Asset Management's FYC Position: Q2 2026 in Review

Empirical Asset Management increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.9% in Q2 2026, buying an estimated $49.4K and bringing the position to 15,714 shares worth $2M. The position accounts for 0.45% of the portfolio, ranked #53.

Empirical Asset Management first reported a position in FYC in Q3 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Empirical Asset Management held 15,714 shares of First Trust Small Cap Growth AlphaDEX Fund worth $2M as of Q2 2026.
  • Empirical Asset Management bought 438 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $49.4K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.45% of Empirical Asset Management's portfolio in Q2 2026, its #53 holding.
  • Empirical Asset Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.