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 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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

NWWA

New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return

IAS

Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BFC

Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LexAurum Advisors's FYC Position: Q2 2026 in Review

LexAurum Advisors increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.9% in Q2 2026, buying an estimated $13K and bringing the position to 4,102 shares worth $522K. The position accounts for 0.06% of the portfolio, ranked #240.

LexAurum Advisors first reported a position in FYC in Q2 2018 and has held it in 5 quarters since. The position peaked at $2.02M in Q3 2018. 80 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

LexAurum Advisors held 4,102 shares of First Trust Small Cap Growth AlphaDEX Fund worth $522K as of Q2 2026.
LexAurum Advisors bought 115 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $13K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.06% of LexAurum Advisors's portfolio in Q2 2026, its #240 holding.
LexAurum Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2018 and has held it in 5 quarters since.
LexAurum Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.02M in Q3 2018.
80 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.