Nilsine Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Nilsine Partners’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
2025 Q2	–	Sell	-8,410	Closed	-$579K	–	388
2025 Q1	$579K	Buy	8,410 +765	+10%	+$57.8K	0.06%	223
2024 Q4	$592K	Buy	7,645 +1,279	+20%	+$101K	0.06%	229
2024 Q3	$473K	Buy	+6,366	New	+$446K	0.06%	234

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Nilsine Partners's FYC Position: Q2 2025 in Review

Nilsine Partners sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2025, closing a stake of 8,410 shares — an estimated $579K sold.

Nilsine Partners first reported a position in FYC in Q3 2024 and held it in 3 quarters. The position peaked at $592K in Q4 2024. 105 funds tracked by Wall St. Rank hold FYC as of Q2 2025.

Nilsine Partners reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Nilsine Partners sold 8,410 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $579K.
Nilsine Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2024 and held it in 3 quarters.
Nilsine Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $592K in Q4 2024.
105 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Nilsine Partners's 13F filing for Q2 2025, filed 31 Jul 2025.