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Regatta Research & Money Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Regatta Research & Money 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 		$89.1K Buy
+700
New +$79K 0.08% 191

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Regatta Research & Money Management's FYC Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 700 shares worth $89.1K. The stake represents 0.08% of the portfolio and ranks #191 among its holdings.

144 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Regatta Research & Money Management held 700 shares of First Trust Small Cap Growth AlphaDEX Fund worth $89.1K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Regatta Research & Money Management position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.08% of Regatta Research & Money Management's portfolio in Q2 2026, its #191 holding.
  • 144 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.