Fiduciary Alliance’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Fiduciary Alliance’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	$4.48M	Buy	+38,856	New	+$4.67M	0.34%	80

Other funds holding FYC

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

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

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

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

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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Fiduciary Alliance's FYC Position: Q3 2026 in Review

Fiduciary Alliance opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2026: 38,856 shares worth $4.48M. The stake represents 0.34% of the portfolio and ranks #80 among its holdings.

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

Fiduciary Alliance held 38,856 shares of First Trust Small Cap Growth AlphaDEX Fund worth $4.48M as of Q3 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Fiduciary Alliance position in Q3 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.34% of Fiduciary Alliance's portfolio in Q3 2026, its #80 holding.
42 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.