LexAurum Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

LexAurum Advisors’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 Q3	$487K	Buy	4,223 +121	+3%	+$14.5K	0.05%	254
2026 Q2	$522K	Buy	4,102 +115	+3%	+$13K	0.06%	240
2026 Q1	$387K	Buy	+3,987	New	+$397K	0.05%	280
2019 Q1	–	Sell	-40,555	Closed	-$1.63M	–	173
2018 Q4	$1.63M	Buy	40,555 +1,928	+5%	+$86.5K	1.26%	23
2018 Q3	$2.02M	Buy	38,627 +3,218	+9%	+$164K	1.42%	18
2018 Q2	$1.72M	Buy	+35,409	New	+$1.64M	1.53%	17

Other funds holding FYC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

LexAurum Advisors's FYC Position: Q3 2026 in Review

LexAurum Advisors increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.9% in Q3 2026, buying an estimated $14.5K and bringing the position to 4,223 shares worth $487K. The position accounts for 0.05% of the portfolio, ranked #254.

LexAurum Advisors first reported a position in FYC in Q2 2018 and has held it in 6 quarters since. The position peaked at $2.02M in Q3 2018. 152 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

LexAurum Advisors held 4,223 shares of First Trust Small Cap Growth AlphaDEX Fund worth $487K as of Q3 2026.
LexAurum Advisors bought 121 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $14.5K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.05% of LexAurum Advisors's portfolio in Q3 2026, its #254 holding.
LexAurum Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2018 and has held it in 6 quarters since.
LexAurum Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.02M in Q3 2018.
152 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.