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

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

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. 176 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.
176 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.