MI
FYC icon

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
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 		$4.67M 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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Moneywise Inc's FYC Position: Q2 2026 in Review

Moneywise Inc reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 4.2% in Q2 2026, selling an estimated $57.1K and leaving 11,484 shares worth $1.46M. The position accounts for 0.55% of the portfolio, ranked #40.

Moneywise Inc first reported a position in FYC in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.66M in Q1 2021. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Moneywise Inc held 11,484 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.46M as of Q2 2026.
  • Moneywise Inc sold 506 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $57.1K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.55% of Moneywise Inc's portfolio in Q2 2026, its #40 holding.
  • Moneywise Inc first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 26 quarters since.
  • Moneywise Inc's First Trust Small Cap Growth AlphaDEX Fund position peaked at $5.66M in Q1 2021.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.