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 Q3	$326K	Hold	2,826	–	–	0.09%	189
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

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

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Pinnacle Bancorp's FYC Position: Q3 2026 in Review

Pinnacle Bancorp held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q3 2026 at 2,826 shares worth $326K. The position accounts for 0.09% of the portfolio, ranked #189.

Pinnacle Bancorp first reported a position in FYC in Q3 2023 and has held it in 13 quarters since. The position peaked at $360K in Q2 2026. 34 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

Pinnacle Bancorp held 2,826 shares of First Trust Small Cap Growth AlphaDEX Fund worth $326K as of Q3 2026.
Pinnacle Bancorp left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.09% of Pinnacle Bancorp's portfolio in Q3 2026, its #189 holding.
Pinnacle Bancorp first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2023 and has held it in 13 quarters since.
Pinnacle Bancorp's First Trust Small Cap Growth AlphaDEX Fund position peaked at $360K in Q2 2026.
34 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.