IWN
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Independent Wealth Network’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Independent Wealth Network’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 		$603K Sell
4,735
-161
-3% -$18.2K 0.15% 166
2026
Q1 		$475K Sell
4,896
-4,446
-48% -$443K 0.14% 172
2025
Q4 		$898K Buy
9,342
+67
+0.7% +$6.32K 0.27% 93
2025
Q3 		$841K Buy
9,275
+1,112
+14% +$93.7K 0.27% 92
2025
Q2 		$650K Buy
8,163
+186
+2% +$13.4K 0.24% 102
2025
Q1 		$549K Buy
7,977
+322
+4% +$24.3K 0.22% 118
2024
Q4 		$593K Buy
7,655
+1,822
+31% +$143K 0.24% 103
2024
Q3 		$434K Buy
5,833
+266
+5% +$18.7K 0.19% 131
2024
Q2 		$367K Buy
5,567
+50
+0.9% +$3.25K 0.17% 143
2024
Q1 		$362K Buy
5,517
+43
+0.8% +$2.69K 0.17% 145
2023
Q4 		$344K Sell
5,474
-1,403
-20% -$79.8K 0.18% 136
2023
Q3 		$388K Buy
6,877
+190
+3% +$11.4K 0.24% 110
2023
Q2 		$403K Buy
6,687
+148
+2% +$8.51K 0.24% 111
2023
Q1 		$378K Buy
6,539
+144
+2% +$8.43K 0.24% 103
2022
Q4 		$354K Buy
6,395
+24
+0.4% +$1.37K 0.24% 103
2022
Q3 		$343K Sell
6,371
-69
-1% -$4.06K 0.27% 102
2022
Q2 		$349K Buy
6,440
+183
+3% +$10.9K 0.25% 108
2022
Q1 		$428K Buy
6,257
+757
+14% +$50.8K 0.27% 100
2021
Q4 		$410K Buy
5,500
+26
+0.5% +$1.95K 0.25% 111
2021
Q3 		$432K Buy
+5,474
New +$392K 0.28% 105

Other funds holding FYC

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Independent Wealth Network's FYC Position: Q2 2026 in Review

Independent Wealth Network reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 3.3% in Q2 2026, selling an estimated $18.2K and leaving 4,735 shares worth $603K. The position accounts for 0.15% of the portfolio, ranked #166.

Independent Wealth Network first reported a position in FYC in Q3 2021 and has held it in 20 quarters since. The position peaked at $898K in Q4 2025. 34 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Independent Wealth Network held 4,735 shares of First Trust Small Cap Growth AlphaDEX Fund worth $603K as of Q2 2026.
  • Independent Wealth Network sold 161 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $18.2K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.15% of Independent Wealth Network's portfolio in Q2 2026, its #166 holding.
  • Independent Wealth Network first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's First Trust Small Cap Growth AlphaDEX Fund position peaked at $898K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.