Farther Finance Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Farther Finance Advisors’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	$27.5K	Sell	216 -364	-63%	-$41.1K	﹤0.01%	3733
2026 Q1	$56.9K	Buy	580 +558	+2,536%	+$55.6K	﹤0.01%	2902
2025 Q4	$2.08K	Hold	22	–	–	﹤0.01%	4680
2025 Q3	$1.96K	Hold	22	–	–	﹤0.01%	4146
2025 Q2	$1.72K	Sell	22 -60	-73%	-$4.31K	﹤0.01%	3750
2025 Q1	$5.64K	Sell	82 -14,589	-99%	-$1.1M	﹤0.01%	2999
2024 Q4	$1.14M	Buy	14,671 +8,090	+123%	+$636K	0.04%	334
2024 Q3	$489K	Buy	+6,581	New	+$462K	0.02%	596

Other funds holding FYC

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $134M AUM

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Farther Finance Advisors's FYC Position: Q2 2026 in Review

Farther Finance Advisors reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 63% in Q2 2026, selling an estimated $41.1K and leaving 216 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

Farther Finance Advisors first reported a position in FYC in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2024. 34 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Farther Finance Advisors held 216 shares of First Trust Small Cap Growth AlphaDEX Fund worth $27.5K as of Q2 2026.
Farther Finance Advisors sold 364 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $41.1K.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3733 holding.
Farther Finance Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.14M in Q4 2024.
34 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.