John Overdeck’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

John Overdeck’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	–	Sell	-67,700	Closed	-$6.57M	–	5194
2026 Q1	$6.57M	Buy	+67,700	New	+$6.74M	0.01%	1754
2025 Q3	–	Sell	-28,100	Closed	-$2.24M	–	3742
2025 Q2	$2.24M	Buy	+28,100	New	+$2.02M	﹤0.01%	1754
2024 Q1	–	Sell	-3,300	Closed	-$208K	–	3140
2023 Q4	$208K	Buy	+3,300	New	+$188K	﹤0.01%	2823

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

John Overdeck's FYC Position: Q2 2026 in Review

John Overdeck sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026, closing a stake of 67,700 shares — an estimated $6.57M sold.

John Overdeck first reported a position in FYC in Q4 2023 and held it in 3 quarters. The position peaked at $6.57M in Q1 2026. 175 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

John Overdeck reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
John Overdeck sold 67,700 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $6.57M.
John Overdeck first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2023 and held it in 3 quarters.
John Overdeck's First Trust Small Cap Growth AlphaDEX Fund position peaked at $6.57M in Q1 2026.
175 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.