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

OneDigital 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	$474K	Sell	3,720 -31	-0.8%	-$3.5K	﹤0.01%	1055
2026 Q1	$364K	Buy	3,751 +326	+10%	+$32.5K	﹤0.01%	1088
2025 Q4	$329K	Sell	3,425 -834	-20%	-$78.7K	﹤0.01%	1163
2025 Q3	$386K	Buy	4,259 +57	+1%	+$4.8K	﹤0.01%	1048
2025 Q2	$334K	Sell	4,202 -1,187	-22%	-$85.2K	﹤0.01%	1095
2025 Q1	$371K	Buy	5,389 +1,505	+39%	+$114K	﹤0.01%	986
2024 Q4	$301K	Buy	+3,884	New	+$305K	﹤0.01%	1128

Other funds holding FYC

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

OneDigital Investment Advisors's FYC Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 0.83% in Q2 2026, selling an estimated $3.5K and leaving 3,720 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

OneDigital Investment Advisors first reported a position in FYC in Q4 2024 and has held it in 7 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

OneDigital Investment Advisors held 3,720 shares of First Trust Small Cap Growth AlphaDEX Fund worth $474K as of Q2 2026.
OneDigital Investment Advisors sold 31 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $3.5K.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1055 holding.
OneDigital Investment Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 7 quarters since.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.