MONECO Advisors
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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
Q3 		$1.5M Sell
13,007
-375
-3% -$45.1K 0.09% 207
2026
Q2 		$1.7M Sell
13,382
-3
-0% -$339 0.1% 196
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 		$2.72M 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 $468B AUM 17.69% 1-Year Est. Return
Mount Yale Investment Advisors
Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Prospera Financial Services
Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Integrity Advisory Solutions
Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return
New Wave Wealth Advisors
New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

MONECO Advisors's FYC Position: Q3 2026 in Review

MONECO Advisors reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.8% in Q3 2026, selling an estimated $45.1K and leaving 13,007 shares worth $1.5M. The position accounts for 0.09% of the portfolio, ranked #207.

MONECO Advisors first reported a position in FYC in Q1 2020 and has held it in 27 quarters since. The position peaked at $3.49M in Q1 2022. 79 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • MONECO Advisors held 13,007 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.5M as of Q3 2026.
  • MONECO Advisors sold 375 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $45.1K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.09% of MONECO Advisors's portfolio in Q3 2026, its #207 holding.
  • MONECO Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 27 quarters since.
  • MONECO Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $3.49M in Q1 2022.
  • 79 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.