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

MGB 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
2025 Q4	$485K	Buy	+5,050	New	+$476K	0.14%	126

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

MGB Wealth Management's FYC Position: Q4 2025 in Review

MGB Wealth Management opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2025: 5,050 shares worth $485K. The stake represents 0.14% of the portfolio and ranks #126 among its holdings.

139 funds tracked by Wall St. Rank hold FYC as of Q4 2025.

MGB Wealth Management held 5,050 shares of First Trust Small Cap Growth AlphaDEX Fund worth $485K as of Q4 2025.
First Trust Small Cap Growth AlphaDEX Fund was a new MGB Wealth Management position in Q4 2025.
First Trust Small Cap Growth AlphaDEX Fund made up 0.14% of MGB Wealth Management's portfolio in Q4 2025, its #126 holding.
139 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.