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

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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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. 27 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.
27 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.