Golden State Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Golden State Wealth 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	$41.1K	Hold	323	–	–	﹤0.01%	773
2026 Q1	$31.3K	Hold	323	–	–	﹤0.01%	804
2025 Q4	$31K	Sell	323 -742	-70%	-$70K	﹤0.01%	807
2025 Q3	$96.6K	Sell	1,065 -725	-41%	-$61.1K	0.01%	513
2025 Q2	$142K	Sell	1,790 -3,567	-67%	-$256K	0.02%	410
2025 Q1	$369K	Buy	+5,357	New	+$405K	0.05%	262

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

Golden State Wealth Management's FYC Position: Q2 2026 in Review

Golden State Wealth Management held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 323 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Golden State Wealth Management first reported a position in FYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $369K in Q1 2025. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Golden State Wealth Management held 323 shares of First Trust Small Cap Growth AlphaDEX Fund worth $41.1K as of Q2 2026.
Golden State Wealth Management left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #773 holding.
Golden State Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
Golden State Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $369K in Q1 2025.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.