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

Founders Financial 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 Q2	$269K	Buy	2,112 +32	+2%	+$3.61K	0.04%	366
2026 Q1	$202K	Buy	+2,080	New	+$207K	0.04%	388
2025 Q4	–	Sell	-2,080	Closed	-$189K	–	647
2025 Q3	$189K	Buy	+2,080	New	+$175K	0.04%	384
2025 Q2	–	Sell	-2,079	Closed	-$143K	–	570
2025 Q1	$143K	Hold	2,079	–	–	0.03%	364
2024 Q4	$161K	Buy	2,079 +4	+0.2%	+$314	0.04%	296
2024 Q3	$154K	Buy	2,075 +10	+0.5%	+$701	0.04%	304
2024 Q2	$136K	Hold	2,065	–	–	0.04%	298
2024 Q1	$136K	Hold	2,065	–	–	0.04%	302
2023 Q4	$130K	Hold	2,065	–	–	0.05%	274
2023 Q3	$116K	Hold	2,065	–	–	0.05%	263
2023 Q2	$124K	Hold	2,065	–	–	0.05%	278
2023 Q1	$117K	Hold	2,065	–	–	0.06%	244
2022 Q4	$114K	Hold	2,065	–	–	0.05%	259
2022 Q3	$111K	Hold	2,065	–	–	0.06%	250
2022 Q2	$112K	Hold	2,065	–	–	0.06%	254
2022 Q1	$141K	Hold	2,065	–	–	0.06%	240
2021 Q4	$154K	Hold	2,065	–	–	0.06%	267
2021 Q3	$148K	Hold	2,065	–	–	0.07%	248
2021 Q2	$151K	Hold	2,065	–	–	0.07%	261
2021 Q1	$141K	Hold	2,065	–	–	0.07%	247
2020 Q4	$127K	Hold	2,065	–	–	0.07%	228
2020 Q3	$106K	Buy	+2,065	New	+$94.3K	0.06%	251

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

Founders Financial Alliance's FYC Position: Q2 2026 in Review

Founders Financial Alliance increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 1.5% in Q2 2026, buying an estimated $3.61K and bringing the position to 2,112 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #366.

Founders Financial Alliance first reported a position in FYC in Q3 2020 and has held it in 22 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Founders Financial Alliance held 2,112 shares of First Trust Small Cap Growth AlphaDEX Fund worth $269K as of Q2 2026.
Founders Financial Alliance bought 32 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $3.61K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #366 holding.
Founders Financial Alliance first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 22 quarters since.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.