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Mount Yale Investment Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Mount Yale Investment 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
Q2 		$9.61M Buy
+75,497
New +$8.52M 0.18% 131

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

Mount Yale Investment Advisors's FYC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 75,497 shares worth $9.61M. The stake represents 0.18% of the portfolio and ranks #131 among its holdings.

176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Mount Yale Investment Advisors held 75,497 shares of First Trust Small Cap Growth AlphaDEX Fund worth $9.61M as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Mount Yale Investment Advisors position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.18% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #131 holding.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.