Gateway Wealth Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Gateway Wealth Partners’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	$1.26M	Sell	9,918 -8,054	-45%	-$909K	0.08%	258
2026 Q1	$1.74M	Buy	17,972 +9,218	+105%	+$918K	0.07%	274
2025 Q4	$841K	Buy	8,754 +127	+1%	+$12K	0.09%	207
2025 Q3	$783K	Buy	8,627 +566	+7%	+$47.7K	0.11%	191
2025 Q2	$642K	Sell	8,061 -1,355	-14%	-$97.3K	0.12%	175
2025 Q1	$648K	Sell	9,416 -120	-1%	-$9.07K	0.15%	151
2024 Q4	$738K	Buy	9,536 +433	+5%	+$34K	0.19%	119
2024 Q3	$677K	Buy	9,103 +207	+2%	+$14.5K	0.19%	117
2024 Q2	$586K	Buy	+8,896	New	+$578K	0.18%	135

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

Gateway Wealth Partners's FYC Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 45% in Q2 2026, selling an estimated $909K and leaving 9,918 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #258.

Gateway Wealth Partners first reported a position in FYC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.74M in Q1 2026. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Gateway Wealth Partners held 9,918 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.26M as of Q2 2026.
Gateway Wealth Partners sold 8,054 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $909K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.08% of Gateway Wealth Partners's portfolio in Q2 2026, its #258 holding.
Gateway Wealth Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2024 and has held it in 9 quarters since.
Gateway Wealth Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.74M in Q1 2026.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.