Plotkin Financial Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Plotkin Financial 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 Q1	$250K	Hold	2,583	–	–	0.13%	88
2025 Q4	$248K	Hold	2,583	–	–	0.12%	89
2025 Q3	$234K	Hold	2,583	–	–	0.12%	89
2025 Q2	$206K	Buy	+2,583	New	+$186K	0.11%	91
2025 Q1	–	Sell	-2,583	Closed	-$200K	–	94
2024 Q4	$200K	Buy	+2,583	New	+$203K	0.12%	88
2022 Q1	–	Sell	-72,564	Closed	-$5.41M	–	85
2021 Q4	$5.41M	Sell	72,564 -6,423	-8%	-$482K	3.42%	13
2021 Q3	$5.65M	Sell	78,987 -16,799	-18%	-$1.2M	3.36%	9
2021 Q2	$7.02M	Sell	95,786 -319	-0.3%	-$22.6K	3.88%	6
2021 Q1	$6.7M	Buy	+96,105	New	+$6.76M	4.1%	6
2020 Q1	–	Sell	-13,832	Closed	-$646K	–	62
2019 Q4	$646K	Buy	+13,832	New	+$623K	0.6%	33

Other funds holding FYC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plotkin Financial Advisors's FYC Position: Q1 2026 in Review

Plotkin Financial Advisors held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q1 2026 at 2,583 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #88.

Plotkin Financial Advisors first reported a position in FYC in Q4 2019 and has held it in 10 quarters since. The position peaked at $7.02M in Q2 2021. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Plotkin Financial Advisors held 2,583 shares of First Trust Small Cap Growth AlphaDEX Fund worth $250K as of Q1 2026.
Plotkin Financial Advisors left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.13% of Plotkin Financial Advisors's portfolio in Q1 2026, its #88 holding.
Plotkin Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 10 quarters since.
Plotkin Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $7.02M in Q2 2021.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.