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Moneywise Inc’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Moneywise Inc’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 		$248K Sell
2,147
-9,337
-81% -$1.12M 0.24% 59
2026
Q2 		$1.46M Sell
11,484
-506
-4% -$57.1K 0.55% 40
2026
Q1 		$1.16M Sell
11,990
-748
-6% -$74.5K 0.51% 40
2025
Q4 		$1.22M Sell
12,738
-12,961
-50% -$1.22M 0.51% 41
2025
Q3 		$2.33M Sell
25,699
-489
-2% -$41.2K 1.05% 25
2025
Q2 		$2.08M Sell
26,188
-3,033
-10% -$218K 0.98% 29
2025
Q1 		$2.01M Sell
29,221
-2,340
-7% -$177K 1.06% 23
2024
Q4 		$2.44M Sell
31,561
-7,033
-18% -$553K 1.23% 20
2024
Q3 		$2.87M Sell
38,594
-3,279
-8% -$230K 1.41% 18
2024
Q2 		$2.76M Sell
41,873
-3,916
-9% -$255K 1.46% 20
2024
Q1 		$3.01M Sell
45,789
-5,169
-10% -$324K 1.64% 18
2023
Q4 		$3.21M Sell
50,958
-4,832
-9% -$275K 1.84% 12
2023
Q3 		$3.14M Sell
55,790
-999
-2% -$60K 1.97% 12
2023
Q2 		$3.42M Sell
56,789
-1,973
-3% -$113K 2.12% 11
2023
Q1 		$3.4M Buy
58,762
+1,139
+2% +$66.6K 2.2% 11
2022
Q4 		$3.19M Sell
57,623
-1,651
-3% -$94.1K 2.38% 10
2022
Q3 		$3.19M Sell
59,274
-299
-0.5% -$17.6K 2.61% 10
2022
Q2 		$3.23M Sell
59,573
-733
-1% -$43.7K 2.51% 11
2022
Q1 		$4.12M Sell
60,306
-2,263
-4% -$152K 2.71% 10
2021
Q4 		$4.66M Sell
62,569
-7,224
-10% -$542K 3% 8
2021
Q3 		$5M Sell
69,793
-6,770
-9% -$484K 3.26% 8
2021
Q2 		$5.61M Sell
76,563
-4,709
-6% -$333K 3.83% 7
2021
Q1 		$5.66M Sell
81,272
-412
-0.5% -$29K 3.82% 7
2020
Q4 		$5.04M Buy
81,684
+10,001
+14% +$544K 3.6% 7
2020
Q3 		$3.39M Buy
71,683
+11,644
+19% +$532K 2.69% 10
2020
Q2 		$2.55M Buy
60,039
+49,762
+484% +$1.9M 2.04% 17
2020
Q1 		$335K Buy
+10,277
New +$438K 0.29% 32

Other funds holding FYC

Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 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
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
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 19.72% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Paller Financial Services
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Moneywise Inc's FYC Position: Q3 2026 in Review

Moneywise Inc reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 81% in Q3 2026, selling an estimated $1.12M and leaving 2,147 shares worth $248K. The position accounts for 0.24% of the portfolio, ranked #59.

Moneywise Inc first reported a position in FYC in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.66M in Q1 2021. 52 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • Moneywise Inc held 2,147 shares of First Trust Small Cap Growth AlphaDEX Fund worth $248K as of Q3 2026.
  • Moneywise Inc sold 9,337 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $1.12M.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.24% of Moneywise Inc's portfolio in Q3 2026, its #59 holding.
  • Moneywise Inc first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 27 quarters since.
  • Moneywise Inc's First Trust Small Cap Growth AlphaDEX Fund position peaked at $5.66M in Q1 2021.
  • 52 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.