BPI
FYC icon

BFC Planning, Inc.’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

BFC Planning, Inc.’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 		$16.7K Buy
131
+115
+719% +$13K ﹤0.01% 2100
2026
Q1 		$1.55K Hold
16
– – ﹤0.01% 2662
2025
Q4 		$1.54K Hold
16
– – ﹤0.01% 2700
2025
Q3 		$1.45K Hold
16
– – ﹤0.01% 2557
2025
Q2 		$1.27K Hold
16
– – ﹤0.01% 2399
2025
Q1 		$1.1K Hold
16
– – ﹤0.01% 2434
2024
Q4 		$1.24K Buy
+16
New +$1.26K ﹤0.01% 2371

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

BFC Planning, Inc.'s FYC Position: Q2 2026 in Review

BFC Planning, Inc. increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 719% in Q2 2026, buying an estimated $13K and bringing the position to 131 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2100.

BFC Planning, Inc. first reported a position in FYC in Q4 2024 and has held it in 7 quarters since. 179 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • BFC Planning, Inc. held 131 shares of First Trust Small Cap Growth AlphaDEX Fund worth $16.7K as of Q2 2026.
  • BFC Planning, Inc. bought 115 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $13K.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2100 holding.
  • BFC Planning, Inc. first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
  • 179 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.