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

Lyell 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	$445K	Buy	+3,496	New	+$395K	0.03%	173

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

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

Lyell Wealth Management opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 3,496 shares worth $445K. The stake represents 0.03% of the portfolio and ranks #173 among its holdings.

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

Lyell Wealth Management held 3,496 shares of First Trust Small Cap Growth AlphaDEX Fund worth $445K as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Lyell Wealth Management position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #173 holding.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.