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

&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
2026
Q2 		$4.83M Buy
37,935
+2,044
+6% +$231K 0.02% 612
2026
Q1 		$3.48M Buy
35,891
+21,670
+152% +$2.16M 0.02% 662
2025
Q4 		$1.37M Buy
+14,221
New +$1.34M 0.01% 1055

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

&Partners's FYC Position: Q2 2026 in Review

&Partners increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 5.7% in Q2 2026, buying an estimated $231K and bringing the position to 37,935 shares worth $4.83M. The position accounts for 0.02% of the portfolio, ranked #612.

&Partners first reported a position in FYC in Q4 2025 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • &Partners held 37,935 shares of First Trust Small Cap Growth AlphaDEX Fund worth $4.83M as of Q2 2026.
  • &Partners bought 2,044 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $231K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.02% of &Partners's portfolio in Q2 2026, its #612 holding.
  • &Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.