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

IHT 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	$280K	Sell	2,200 -75	-3%	-$8.47K	0.01%	1037
2026 Q1	$221K	Buy	2,275 +75	+3%	+$7.47K	0.01%	1147
2025 Q4	$211K	Buy	+2,200	New	+$208K	0.01%	1114
2025 Q3	–	Sell	-4,700	Closed	-$374K	–	1194
2025 Q2	$374K	Hold	4,700	–	–	0.01%	801
2025 Q1	$323K	Hold	4,700	–	–	0.01%	833
2024 Q4	$364K	Hold	4,700	–	–	0.01%	796
2024 Q3	$350K	Hold	4,700	–	–	0.01%	853
2024 Q2	$310K	Hold	4,700	–	–	0.01%	790
2024 Q1	$309K	Hold	4,700	–	–	0.01%	793
2023 Q4	$296K	Sell	4,700 -1,341	-22%	-$76.3K	0.01%	769
2023 Q3	$340K	Buy	6,041 +620	+11%	+$37.3K	0.02%	679
2023 Q2	$326K	Hold	5,421	–	–	0.02%	689
2023 Q1	$314K	Hold	5,421	–	–	0.02%	685
2022 Q4	$300K	Sell	5,421 -150	-3%	-$8.55K	0.02%	659
2022 Q3	$300K	Buy	+5,571	New	+$328K	0.02%	621
2018 Q4	–	Sell	-31,370	Closed	-$1.64M	–	490
2018 Q3	$1.64M	Buy	31,370 +26,783	+584%	+$1.37M	0.35%	69
2018 Q2	$223K	Buy	4,587 +4,469	+3,787%	+$207K	0.06%	360
2018 Q1	$5K	Buy	+118	New	+$5.12K	﹤0.01%	1334

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

IHT Wealth Management's FYC Position: Q2 2026 in Review

IHT Wealth Management reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 3.3% in Q2 2026, selling an estimated $8.47K and leaving 2,200 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1037.

IHT Wealth Management first reported a position in FYC in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.64M in Q3 2018. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

IHT Wealth Management held 2,200 shares of First Trust Small Cap Growth AlphaDEX Fund worth $280K as of Q2 2026.
IHT Wealth Management sold 75 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $8.47K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1037 holding.
IHT Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2018 and has held it in 18 quarters since.
IHT Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.64M in Q3 2018.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.