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

Kingsview 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 		$5.9M Buy
46,302
+2,834
+7% +$320K 0.07% 252
2026
Q1 		$4.22M Sell
43,468
-1,042
-2% -$104K 0.06% 336
2025
Q4 		$4.28M Sell
44,510
-26,828
-38% -$2.53M 0.06% 310
2025
Q3 		$6.47M Sell
71,338
-2,949
-4% -$249K 0.1% 210
2025
Q2 		$5.91M Sell
74,287
-1,522
-2% -$109K 0.1% 212
2025
Q1 		$5.22M Sell
75,809
-10,086
-12% -$762K 0.1% 211
2024
Q4 		$6.65M Sell
85,895
-10,016
-10% -$787K 0.13% 166
2024
Q3 		$7.13M Buy
95,911
+33,379
+53% +$2.34M 0.15% 149
2024
Q2 		$4.12M Buy
62,532
+461
+0.7% +$30K 0.1% 203
2024
Q1 		$4.08M Buy
62,071
+5,389
+10% +$338K 0.1% 191
2023
Q4 		$3.57M Buy
56,682
+15,718
+38% +$894K 0.11% 185
2023
Q3 		$2.31M Buy
40,964
+2,052
+5% +$123K 0.08% 249
2023
Q2 		$2.34M Sell
38,912
-148
-0.4% -$8.51K 0.09% 221
2023
Q1 		$2.26M Buy
39,060
+1,747
+5% +$102K 0.09% 220
2022
Q4 		$2.06M Buy
37,313
+1,542
+4% +$87.9K 0.09% 231
2022
Q3 		$1.93M Sell
35,771
-118
-0.3% -$6.94K 0.09% 233
2022
Q2 		$1.94M Buy
35,889
+6,941
+24% +$414K 0.09% 227
2022
Q1 		$1.98M Buy
28,948
+192
+0.7% +$12.9K 0.09% 245
2021
Q4 		$2.14M Buy
28,756
+147
+0.5% +$11K 0.09% 233
2021
Q3 		$2.05M Buy
28,609
+702
+3% +$50.2K 0.1% 216
2021
Q2 		$2.06M Buy
27,907
+7,217
+35% +$510K 0.1% 216
2021
Q1 		$1.47M Buy
20,690
+5,839
+39% +$411K 0.08% 249
2020
Q4 		$916K Buy
14,851
+7,244
+95% +$394K 0.07% 297
2020
Q3 		$360K Buy
7,607
+2,767
+57% +$126K 0.03% 440
2020
Q2 		$205K Buy
+4,840
New +$185K 0.02% 537
2019
Q2 		– Sell
-11,183
Closed -$516K – 479
2019
Q1 		$516K Sell
11,183
-805
-7% -$36K 0.08% 260
2018
Q4 		$481K Sell
11,988
-2,567
-18% -$115K 0.11% 224
2018
Q3 		$761K Buy
14,555
+4,848
+50% +$247K 0.15% 179
2018
Q2 		$471K Sell
9,707
-58,180
-86% -$2.7M 0.11% 201
2018
Q1 		$2.94M Sell
67,887
-7,475
-10% -$324K 0.73% 35
2017
Q4 		$3.2M Buy
75,362
+29,055
+63% +$1.21M 1.14% 15
2017
Q3 		$1.91M Buy
46,307
+11,221
+32% +$436K 0.84% 26
2017
Q2 		$1.35M Buy
35,086
+2,691
+8% +$99.9K 0.7% 38
2017
Q1 		$1.18M Buy
+32,395
New +$1.16M 0.7% 40

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

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

Kingsview Wealth Management increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 6.5% in Q2 2026, buying an estimated $320K and bringing the position to 46,302 shares worth $5.9M. The position accounts for 0.07% of the portfolio, ranked #252.

Kingsview Wealth Management first reported a position in FYC in Q1 2017 and has held it in 34 quarters since. The position peaked at $7.13M in Q3 2024. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Kingsview Wealth Management held 46,302 shares of First Trust Small Cap Growth AlphaDEX Fund worth $5.9M as of Q2 2026.
  • Kingsview Wealth Management bought 2,834 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $320K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.07% of Kingsview Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Kingsview Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2017 and has held it in 34 quarters since.
  • Kingsview Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $7.13M in Q3 2024.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.