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White Sand Wealth Management LLC’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

White Sand Wealth Management LLC’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 		$7.77M Buy
+67,399
New +$8.1M 5.61% 6

Other funds holding FYC

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Mainstay Capital Management
Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

White Sand Wealth Management LLC's FYC Position: Q3 2026 in Review

White Sand Wealth Management LLC opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2026: 67,399 shares worth $7.77M. The stake represents 5.61% of the portfolio and ranks #6 among its holdings.

152 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • White Sand Wealth Management LLC held 67,399 shares of First Trust Small Cap Growth AlphaDEX Fund worth $7.77M as of Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new White Sand Wealth Management LLC position in Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 5.61% of White Sand Wealth Management LLC's portfolio in Q3 2026, its #6 holding.
  • 152 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on White Sand Wealth Management LLC's 13F filing for Q3 2026, filed 13 Nov 2026.