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Fulcrum Equity Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Fulcrum Equity Management’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 		$249K Buy
+1,959
New +$221K 0.18% 125
2026
Q1 		– Sell
-3,274
Closed -$315K – 134
2025
Q4 		$315K Buy
+3,274
New +$309K 0.3% 80

Other funds holding FYC

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Fulcrum Equity Management's FYC Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 1,959 shares worth $249K. The stake represents 0.18% of the portfolio and ranks #125 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in FYC as recently as Q4 2025.

Fulcrum Equity Management first reported a position in FYC in Q4 2025 and has held it in 2 quarters since. The position peaked at $315K in Q4 2025. 24 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Fulcrum Equity Management held 1,959 shares of First Trust Small Cap Growth AlphaDEX Fund worth $249K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Fulcrum Equity Management position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.18% of Fulcrum Equity Management's portfolio in Q2 2026, its #125 holding.
  • Fulcrum Equity Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 2 quarters since.
  • Fulcrum Equity Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $315K in Q4 2025.
  • 24 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.