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

IFP 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 		$11.6M Buy
90,820
+3,974
+5% +$449K 0.21% 103
2026
Q1 		$8.42M Sell
86,846
-1,970
-2% -$196K 0.17% 126
2025
Q4 		$8.54M Sell
88,816
-552
-0.6% -$52.1K 0.19% 111
2025
Q3 		$8.11M Sell
89,368
-1,630
-2% -$137K 0.21% 100
2025
Q2 		$7.24M Buy
90,998
+3,762
+4% +$270K 0.21% 97
2025
Q1 		$6M Sell
87,236
-3,673
-4% -$277K 0.19% 112
2024
Q4 		$7.04M Sell
90,909
-2,127
-2% -$167K 0.23% 86
2024
Q3 		$6.92M Sell
93,036
-17,164
-16% -$1.2M 0.25% 84
2024
Q2 		$7.26M Sell
110,200
-4,832
-4% -$314K 0.29% 72
2024
Q1 		$7.56M Sell
115,032
-4,655
-4% -$292K 0.33% 65
2023
Q4 		$7.53M Buy
119,687
+10,531
+10% +$599K 0.36% 62
2023
Q3 		$6.15M Buy
109,156
+6,575
+6% +$395K 0.28% 79
2023
Q2 		$6.18M Buy
102,581
+5,481
+6% +$315K 0.26% 81
2023
Q1 		$4.66M Buy
97,100
+27,494
+39% +$1.61M 0.2% 98
2022
Q4 		$3.47M Buy
69,606
+13,466
+24% +$768K 0.09% 219
2022
Q3 		$2.86M Buy
56,140
+9,509
+20% +$559K 0.07% 290
2022
Q2 		$2.4M Hold
46,631
– – 0.08% 306
2022
Q1 		$2.4M Buy
46,631
+21,000
+82% +$1.41M 0.08% 306
2021
Q4 		$2.01M Buy
25,631
+23,431
+1,065% +$1.76M 0.04% 266
2021
Q3 		$159K Sell
2,200
-3
-0.1% -$215 ﹤0.01% 1076
2021
Q2 		$162K Sell
2,203
-1,279
-37% -$90.5K ﹤0.01% 1013
2021
Q1 		$243K Buy
3,482
+427
+14% +$30.1K ﹤0.01% 750
2020
Q4 		$188K Hold
3,055
– – 0.01% 828
2020
Q3 		$143K Buy
3,055
+72
+2% +$3.29K 0.01% 832
2020
Q2 		$123K Sell
2,983
-202
-6% -$7.7K 0.01% 847
2020
Q1 		$107K Sell
3,185
-510
-14% -$21.7K 0.01% 795
2019
Q4 		$172K Sell
3,695
-23,854
-87% -$1.08M 0.01% 722
2019
Q3 		$1.2M Buy
+27,549
New +$1.25M 0.08% 262
2019
Q1 		$62K Sell
1,336
-16,699
-93% -$747K 0.01% 878
2018
Q4 		$717K Sell
18,035
-3,191
-15% -$143K 0.04% 439
2018
Q3 		$1.11M Buy
21,226
+3,394
+19% +$173K 0.05% 405
2018
Q2 		$865K Buy
17,832
+10,304
+137% +$478K 0.04% 462
2018
Q1 		$320K Hold
7,528
– – 0.01% 798
2017
Q4 		$320K Sell
7,528
-199
-3% -$8.31K 0.01% 798
2017
Q3 		$318K Hold
7,727
– – 0.01% 898
2017
Q2 		$297K Sell
7,727
-51,636
-87% -$1.92M 0.01% 906
2017
Q1 		$2.16M Buy
59,363
+51,586
+663% +$1.85M 0.09% 236
2016
Q4 		$269K Buy
7,777
+1,395
+22% +$46.9K 0.01% 905
2016
Q3 		$216K Sell
6,382
-1,711
-21% -$56.7K 0.01% 964
2016
Q2 		$253K Buy
8,093
+6,757
+506% +$206K 0.01% 859
2016
Q1 		$62K Sell
1,336
-7,415
-85% -$209K 0.01% 878
2015
Q4 		$267K Buy
+8,751
New +$271K 0.02% 717

Other funds holding FYC

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

IFP Advisors's FYC Position: Q2 2026 in Review

IFP Advisors increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 4.6% in Q2 2026, buying an estimated $449K and bringing the position to 90,820 shares worth $11.6M. The position accounts for 0.21% of the portfolio, ranked #103.

IFP Advisors first reported a position in FYC in Q4 2015 and has held it in 42 quarters since. 30 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • IFP Advisors held 90,820 shares of First Trust Small Cap Growth AlphaDEX Fund worth $11.6M as of Q2 2026.
  • IFP Advisors bought 3,974 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $449K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.21% of IFP Advisors's portfolio in Q2 2026, its #103 holding.
  • IFP Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2015 and has held it in 42 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.