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Matthew Hamilton Rosenberg’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Matthew Hamilton Rosenberg’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 		$5.77K Buy
+50
New +$6.01K ﹤0.01% 698

Other funds holding FYC

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Matthew Hamilton Rosenberg's FYC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2026: 50 shares worth $5.77K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings.

7 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • Matthew Hamilton Rosenberg held 50 shares of First Trust Small Cap Growth AlphaDEX Fund worth $5.77K as of Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Matthew Hamilton Rosenberg position in Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #698 holding.
  • 7 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.