Pinnacle Bancorp’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Pinnacle Bancorp’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	$360K	Hold	2,826	–	–	0.09%	177
2026 Q1	$274K	Hold	2,826	–	–	0.08%	194
2025 Q4	$272K	Hold	2,826	–	–	0.08%	197
2025 Q3	$256K	Hold	2,826	–	–	0.08%	208
2025 Q2	$225K	Hold	2,826	–	–	0.07%	213
2025 Q1	$194K	Buy	2,826 +387	+16%	+$29.2K	0.06%	222
2024 Q4	$189K	Sell	2,439 -2,000	-45%	-$157K	0.06%	225
2024 Q3	$330K	Hold	4,439	–	–	0.09%	160
2024 Q2	$292K	Hold	4,439	–	–	0.09%	162
2024 Q1	$292K	Hold	4,439	–	–	0.09%	160
2023 Q4	$279K	Hold	4,439	–	–	0.09%	158
2023 Q3	$246K	Buy	+4,439	New	+$267K	0.09%	159

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

Pinnacle Bancorp's FYC Position: Q2 2026 in Review

Pinnacle Bancorp held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 2,826 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #177.

Pinnacle Bancorp first reported a position in FYC in Q3 2023 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Pinnacle Bancorp held 2,826 shares of First Trust Small Cap Growth AlphaDEX Fund worth $360K as of Q2 2026.
Pinnacle Bancorp left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.09% of Pinnacle Bancorp's portfolio in Q2 2026, its #177 holding.
Pinnacle Bancorp first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 12 quarters since.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.