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HFG Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

HFG Advisors’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 		$3.03M Buy
23,784
+656
+3% +$74.1K 1.89% 12
2026
Q1 		$2.24M Buy
23,128
+297
+1% +$29.6K 1.58% 18
2025
Q4 		$2.19M Buy
22,831
+533
+2% +$50.3K 1.59% 17
2025
Q3 		$2.02M Buy
22,298
+351
+2% +$29.6K 1.49% 19
2025
Q2 		$1.75M Buy
21,947
+1,289
+6% +$92.6K 1.38% 23
2025
Q1 		$1.42M Buy
20,658
+380
+2% +$28.7K 1.21% 24
2024
Q4 		$1.57M Sell
20,278
-474
-2% -$37.3K 1.37% 22
2024
Q3 		$1.54M Buy
20,752
+205
+1% +$14.4K 1.37% 21
2024
Q2 		$1.35M Buy
20,547
+792
+4% +$51.5K 1.26% 23
2024
Q1 		$1.3M Buy
19,755
+1,488
+8% +$93.2K 1.15% 24
2023
Q4 		$1.15M Buy
18,267
+314
+2% +$17.9K 1.11% 25
2023
Q3 		$1.01M Buy
17,953
+101
+0.6% +$6.07K 1.11% 25
2023
Q2 		$1.07M Buy
17,852
+85
+0.5% +$4.89K 1.13% 26
2023
Q1 		$1.03M Buy
17,767
+506
+3% +$29.6K 1.17% 24
2022
Q4 		$954K Buy
17,261
+327
+2% +$18.6K 1.12% 24
2022
Q3 		$913K Buy
16,934
+6,272
+59% +$369K 1.27% 22
2022
Q2 		$577K Buy
10,662
+311
+3% +$18.5K 0.78% 40
2022
Q1 		$707K Buy
10,351
+369
+4% +$24.8K 0.81% 36
2021
Q4 		$744K Buy
+9,982
New +$748K 0.84% 37

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

HFG Advisors's FYC Position: Q2 2026 in Review

HFG Advisors increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.8% in Q2 2026, buying an estimated $74.1K and bringing the position to 23,784 shares worth $3.03M. The position accounts for 1.89% of the portfolio, ranked #12.

HFG Advisors first reported a position in FYC in Q4 2021 and has held it in 19 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • HFG Advisors held 23,784 shares of First Trust Small Cap Growth AlphaDEX Fund worth $3.03M as of Q2 2026.
  • HFG Advisors bought 656 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $74.1K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 1.89% of HFG Advisors's portfolio in Q2 2026, its #12 holding.
  • HFG Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 19 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on HFG Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.