FFA
FYC icon

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
Q3 		$24.9K Hold
216
– – ﹤0.01% 3969
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

RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors's FYC Position: Q3 2026 in Review

Farther Finance Advisors held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q3 2026 at 216 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3969.

Farther Finance Advisors first reported a position in FYC in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2024. 5 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • Farther Finance Advisors held 216 shares of First Trust Small Cap Growth AlphaDEX Fund worth $24.9K as of Q3 2026.
  • Farther Finance Advisors left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3969 holding.
  • Farther Finance Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 9 quarters since.
  • Farther Finance Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.14M in Q4 2024.
  • 5 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.