First Heartland Consultants’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

First Heartland Consultants’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	$279K	Hold	2,188	–	–	0.02%	492
2026 Q1	$212K	Buy	+2,188	New	+$218K	0.02%	497
2016 Q1	–	Sell	-7,230	Closed	-$221K	–	284
2015 Q4	$221K	Sell	7,230 -1,376	-16%	-$42.6K	0.08%	241
2015 Q3	$251K	Sell	8,606 -11,015	-56%	-$343K	0.1%	204
2015 Q2	$624K	Buy	19,621 +3,287	+20%	+$103K	0.17%	117
2015 Q1	$515K	Buy	16,334 +780	+5%	+$23.7K	0.2%	137
2014 Q4	$470K	Sell	15,554 -1,868	-11%	-$53.5K	0.19%	146
2014 Q3	$482K	Buy	17,422 +4,808	+38%	+$139K	0.21%	138
2014 Q2	$380K	Buy	12,614 +2,902	+30%	+$83.7K	0.17%	150
2014 Q1	$290K	Buy	+9,712	New	+$288K	0.14%	173
2013 Q3	–	Sell	-85	Closed	-$2K	–	276
2013 Q2	$2K	Buy	+85	New	+$2.04K	﹤0.01%	390

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Heartland Consultants's FYC Position: Q2 2026 in Review

First Heartland Consultants held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 2,188 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #492.

First Heartland Consultants first reported a position in FYC in Q2 2013 and has held it in 11 quarters since. The position peaked at $624K in Q2 2015. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

First Heartland Consultants held 2,188 shares of First Trust Small Cap Growth AlphaDEX Fund worth $279K as of Q2 2026.
First Heartland Consultants left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.02% of First Heartland Consultants's portfolio in Q2 2026, its #492 holding.
First Heartland Consultants first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2013 and has held it in 11 quarters since.
First Heartland Consultants's First Trust Small Cap Growth AlphaDEX Fund position peaked at $624K in Q2 2015.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.