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Fischer Investment Strategies’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Fischer Investment Strategies’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
2025
Q1 		– Sell
-51,020
Closed -$3.95M – 37
2024
Q4 		$3.95M Buy
+51,020
New +$4.01M 3.14% 13

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fischer Investment Strategies's FYC Position: Q1 2025 in Review

Fischer Investment Strategies sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2025, closing a stake of 51,020 shares — an estimated $3.95M sold.

Fischer Investment Strategies first reported a position in FYC in Q4 2024 and held it in 1 quarter. The position peaked at $3.95M in Q4 2024. 106 funds tracked by Wall St. Rank hold FYC as of Q1 2025.

  • Fischer Investment Strategies reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Fischer Investment Strategies sold 51,020 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $3.95M.
  • Fischer Investment Strategies first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Fischer Investment Strategies's First Trust Small Cap Growth AlphaDEX Fund position peaked at $3.95M in Q4 2024.
  • 106 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Fischer Investment Strategies's 13F filing for Q1 2025, filed 15 May 2025.