GRP
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Global Retirement Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Global Retirement 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
2025
Q4 		$114K Buy
1,187
+706
+147% +$66.6K ﹤0.01% 1834
2025
Q3 		$43.6K Hold
481
– – ﹤0.01% 1975
2025
Q2 		$38.3K Buy
+481
New +$34.5K ﹤0.01% 1924
2024
Q4 		$44.2K Sell
571
-90
-14% -$7.07K ﹤0.01% 1678
2024
Q3 		$49.1K Sell
661
-74
-10% -$5.19K ﹤0.01% 1568
2024
Q2 		$48.5K Hold
735
– – ﹤0.01% 1552
2024
Q1 		$48.3K Sell
735
-50
-6% -$3.13K ﹤0.01% 1432
2023
Q4 		$46.9K Sell
785
-145
-16% -$8.25K ﹤0.01% 1402
2023
Q3 		$50.7K Sell
930
-100
-10% -$6.01K ﹤0.01% 1264
2023
Q2 		$62K Sell
1,030
-30
-3% -$1.73K ﹤0.01% 1169
2023
Q1 		$58.9K Hold
1,060
– – ﹤0.01% 1168
2022
Q4 		$58.6K Hold
1,060
– – ﹤0.01% 1018
2022
Q3 		$63K Buy
1,060
+24
+2% +$1.41K ﹤0.01% 929
2022
Q2 		$56K Hold
1,036
– – ﹤0.01% 951
2022
Q1 		$58K Buy
+1,036
New +$69.5K ﹤0.01% 938
2021
Q4 		– Sell
-8,989
Closed -$644K – 818
2021
Q3 		$644K Sell
8,989
-2,182
-20% -$156K 0.06% 259
2021
Q2 		$819K Buy
11,171
+562
+5% +$39.7K 0.08% 215
2021
Q1 		$739K Buy
+10,609
New +$747K 0.09% 204
2020
Q4 		– Sell
-355
Closed -$17K – 1759
2020
Q3 		$17K Buy
+355
New +$16.2K ﹤0.01% 975
2019
Q1 		– Sell
-27,356
Closed -$1.1M – 1534
2018
Q4 		$1.1M Sell
27,356
-4,571
-14% -$205K 0.28% 74
2018
Q3 		$1.67M Buy
+31,927
New +$1.63M 0.38% 56

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Global Retirement Partners's FYC Position: Q4 2025 in Review

Global Retirement Partners increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 147% in Q4 2025, buying an estimated $66.6K and bringing the position to 1,187 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

Global Retirement Partners first reported a position in FYC in Q3 2018 and has held it in 21 quarters since. The position peaked at $1.67M in Q3 2018. 138 funds tracked by Wall St. Rank hold FYC as of Q4 2025.

  • Global Retirement Partners held 1,187 shares of First Trust Small Cap Growth AlphaDEX Fund worth $114K as of Q4 2025.
  • Global Retirement Partners bought 706 First Trust Small Cap Growth AlphaDEX Fund shares in Q4 2025, an estimated $66.6K.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1834 holding.
  • Global Retirement Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2018 and has held it in 21 quarters since.
  • Global Retirement Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.67M in Q3 2018.
  • 138 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.