M.E. Allison & Co’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

M.E. Allison & Co’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	$222K	Buy	+1,745	New	+$197K	0.13%	182

Other funds holding FYC

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

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

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $134M AUM

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

M.E. Allison & Co's FYC Position: Q2 2026 in Review

M.E. Allison & Co opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 1,745 shares worth $222K. The stake represents 0.13% of the portfolio and ranks #182 among its holdings.

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

M.E. Allison & Co held 1,745 shares of First Trust Small Cap Growth AlphaDEX Fund worth $222K as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new M.E. Allison & Co position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.13% of M.E. Allison & Co's portfolio in Q2 2026, its #182 holding.
27 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.