Intrua Financial’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Intrua Financial’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	$218K	Buy	+1,710	New	+$193K	0.02%	455
2023 Q3	–	Sell	-3,516	Closed	-$212K	–	361
2023 Q2	$212K	Sell	3,516 -500	-12%	-$28.8K	0.04%	339
2023 Q1	$224K	Sell	4,016 -1,266	-24%	-$74.1K	0.05%	302
2022 Q4	$305K	Sell	5,282 -1,068	-17%	-$60.9K	0.07%	254
2022 Q3	$342K	Sell	6,350 -700	-10%	-$41.2K	0.09%	212
2022 Q2	$382K	Sell	7,050 -100	-1%	-$5.96K	0.08%	251
2022 Q1	$489K	Sell	7,150 -900	-11%	-$60.4K	0.09%	231
2021 Q4	$600K	Buy	8,050 +200	+3%	+$15K	0.1%	192
2021 Q3	$576K	Hold	7,850	–	–	0.11%	189
2021 Q2	$569K	Buy	7,850 +100	+1%	+$7.07K	0.14%	151
2021 Q1	$556K	Buy	+7,750	New	+$545K	0.14%	146

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

Intrua Financial's FYC Position: Q2 2026 in Review

Intrua Financial opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 1,710 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: Intrua Financial previously reported a position in FYC as recently as Q2 2023.

Intrua Financial first reported a position in FYC in Q1 2021 and has held it in 11 quarters since. The position peaked at $600K in Q4 2021. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Intrua Financial held 1,710 shares of First Trust Small Cap Growth AlphaDEX Fund worth $218K as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Intrua Financial position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.02% of Intrua Financial's portfolio in Q2 2026, its #455 holding.
Intrua Financial first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 11 quarters since.
Intrua Financial's First Trust Small Cap Growth AlphaDEX Fund position peaked at $600K in Q4 2021.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.