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 Q2	$325K	Sell	2,551 -32	-1%	-$3.61K	0.13%	81
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 $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

Plotkin Financial Advisors's FYC Position: Q2 2026 in Review

Plotkin Financial Advisors reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 1.2% in Q2 2026, selling an estimated $3.61K and leaving 2,551 shares worth $325K. The position accounts for 0.13% of the portfolio, ranked #81.

Plotkin Financial Advisors first reported a position in FYC in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.02M in Q2 2021. 177 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Plotkin Financial Advisors held 2,551 shares of First Trust Small Cap Growth AlphaDEX Fund worth $325K as of Q2 2026.
Plotkin Financial Advisors sold 32 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $3.61K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.13% of Plotkin Financial Advisors's portfolio in Q2 2026, its #81 holding.
Plotkin Financial Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2019 and has held it in 11 quarters since.
Plotkin Financial Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $7.02M in Q2 2021.
177 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.