Greenup Street Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Greenup Street 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	$5.3M	Buy	41,634 +1,109	+3%	+$125K	0.65%	28
2026 Q1	$3.93M	Buy	40,525 +11	+0%	+$1.1K	0.55%	33
2025 Q4	$3.89M	Buy	+40,514	New	+$3.82M	0.56%	32

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

Greenup Street Wealth Management's FYC Position: Q2 2026 in Review

Greenup Street Wealth Management increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.7% in Q2 2026, buying an estimated $125K and bringing the position to 41,634 shares worth $5.3M. The position accounts for 0.65% of the portfolio, ranked #28.

Greenup Street Wealth Management first reported a position in FYC in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Greenup Street Wealth Management held 41,634 shares of First Trust Small Cap Growth AlphaDEX Fund worth $5.3M as of Q2 2026.
Greenup Street Wealth Management bought 1,109 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $125K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.65% of Greenup Street Wealth Management's portfolio in Q2 2026, its #28 holding.
Greenup Street Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.