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

HighTower 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 		$203K Buy
+1,595
New +$180K ﹤0.01% 3533
2025
Q1 		– Sell
-3,406
Closed -$264K – 3857
2024
Q4 		$264K Buy
+3,406
New +$268K ﹤0.01% 2985

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

HighTower Advisors's FYC Position: Q2 2026 in Review

HighTower Advisors opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 1,595 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #3533 among its holdings. This is a return to the name: HighTower Advisors previously reported a position in FYC as recently as Q4 2024.

HighTower Advisors first reported a position in FYC in Q4 2024 and has held it in 2 quarters since. The position peaked at $264K in Q4 2024. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • HighTower Advisors held 1,595 shares of First Trust Small Cap Growth AlphaDEX Fund worth $203K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new HighTower Advisors position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3533 holding.
  • HighTower Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 2 quarters since.
  • HighTower Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $264K in Q4 2024.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.