MA
FYC icon

MONECO Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

MONECO Advisors’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
Q1 		$1.3M Sell
13,385
-318
-2% -$31.7K 0.1% 181
2025
Q4 		$1.32M Sell
13,703
-147
-1% -$13.9K 0.1% 180
2025
Q3 		$1.26M Sell
13,850
-212
-2% -$17.9K 0.1% 176
2025
Q2 		$1.12M Sell
14,062
-434
-3% -$31.2K 0.1% 184
2025
Q1 		$997K Sell
14,496
-1,303
-8% -$98.4K 0.1% 179
2024
Q4 		$1.22M Sell
15,799
-2,528
-14% -$199K 0.13% 160
2024
Q3 		$1.36M Sell
18,327
-3,119
-15% -$219K 0.17% 131
2024
Q2 		$1.41M Sell
21,446
-5,026
-19% -$327K 0.21% 115
2024
Q1 		$1.74M Sell
26,472
-10,194
-28% -$639K 0.28% 101
2023
Q4 		$2.31M Sell
36,666
-7,491
-17% -$426K 0.44% 60
2023
Q3 		$2.49M Sell
44,157
-2,984
-6% -$179K 0.68% 28
2023
Q2 		$2.84M Sell
47,141
-1,313
-3% -$75.5K 0.77% 21
2023
Q1 		$2.8M Sell
48,454
-506
-1% -$29.6K 0.82% 20
2022
Q4 		$2.71M Sell
48,960
-227
-0.5% -$12.9K 0.98% 19
2022
Q3 		$2.65M Buy
49,187
+1,841
+4% +$108K 1.06% 18
2022
Q2 		$2.56M Sell
47,346
-3,683
-7% -$220K 1% 21
2022
Q1 		$3.49M Buy
51,029
+6,495
+15% +$436K 1.28% 16
2021
Q4 		$2.88M Buy
44,534
+7,325
+20% +$549K 1.08% 17
2021
Q3 		$2.66M Buy
37,209
+22
+0.1% +$1.57K 1.05% 19
2021
Q2 		$2.73M Sell
37,187
-2,242
-6% -$159K 1.25% 17
2021
Q1 		$2.75M Sell
39,429
-550
-1% -$38.7K 1.34% 18
2020
Q4 		$2.69M Buy
39,979
+5,447
+16% +$296K 1.49% 17
2020
Q3 		$1.63M Buy
34,532
+5,426
+19% +$248K 1.04% 24
2020
Q2 		$1.24M Buy
29,106
+5,878
+25% +$224K 0.97% 22
2020
Q1 		$757K Buy
+23,228
New +$990K 0.77% 33

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors's FYC Position: Q1 2026 in Review

MONECO Advisors reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.3% in Q1 2026, selling an estimated $31.7K and leaving 13,385 shares worth $1.3M. The position accounts for 0.1% of the portfolio, ranked #181.

MONECO Advisors first reported a position in FYC in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.49M in Q1 2022. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • MONECO Advisors held 13,385 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.3M as of Q1 2026.
  • MONECO Advisors sold 318 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $31.7K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.1% of MONECO Advisors's portfolio in Q1 2026, its #181 holding.
  • MONECO Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 25 quarters since.
  • MONECO Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $3.49M in Q1 2022.
  • 154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.