Private Advisory Group’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Private Advisory Group’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	–	Sell	-9,557	Closed	-$919K	–	297
2025 Q4	$919K	Buy	+9,557	New	+$902K	0.07%	131
2021 Q2	–	Sell	-28,753	Closed	-$2M	–	143
2021 Q1	$2M	Buy	+28,753	New	+$2.02M	0.57%	39
2020 Q1	–	Sell	-44,070	Closed	-$2.06M	–	103
2019 Q4	$2.06M	Buy	+44,070	New	+$1.99M	0.82%	43
2019 Q2	–	Sell	-21,190	Closed	-$850K	–	125
2019 Q1	$850K	Hold	21,190	–	–	0.48%	52
2018 Q4	$850K	Buy	+21,190	New	+$951K	0.48%	52

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

Private Advisory Group's FYC Position: Q1 2026 in Review

Private Advisory Group sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2026, closing a stake of 9,557 shares — an estimated $919K sold.

Private Advisory Group first reported a position in FYC in Q4 2018 and held it in 5 quarters. The position peaked at $2.06M in Q4 2019. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Private Advisory Group reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2026 after selling out during the quarter.
Private Advisory Group sold 9,557 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $919K.
Private Advisory Group first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2018 and held it in 5 quarters.
Private Advisory Group's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.06M in Q4 2019.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Private Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.