GWSA
FYC icon

Global Wealth Strategies & Associates’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Global Wealth Strategies & Associates’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
Q1 		– Sell
-1
Closed -$96 – 567
2025
Q4 		$96 Buy
+1
New +$94 ﹤0.01% 525

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Wealth Strategies & Associates's FYC Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2026, closing a stake of 1 share — an estimated $96 sold.

Global Wealth Strategies & Associates first reported a position in FYC in Q4 2025 and held it in 1 quarter. The position peaked at $96 in Q4 2025. 155 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 First Trust Small Cap Growth AlphaDEX Fund share in Q1 2026, an estimated $96.
  • Global Wealth Strategies & Associates first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's First Trust Small Cap Growth AlphaDEX Fund position peaked at $96 in Q4 2025.
  • 155 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.