Proactive Wealth Strategies’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Proactive Wealth Strategies’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	$2.7M	Buy	23,424 +400	+2%	+$48.1K	0.42%	64
2026 Q2	$2.93M	Buy	23,024 +1,215	+6%	+$137K	0.47%	58
2026 Q1	$2.12M	Buy	21,809 +10,904	+100%	+$1.09M	0.4%	65
2025 Q4	$1.05M	Buy	10,905 +1,260	+13%	+$119K	0.42%	66
2025 Q3	$875K	Buy	9,645 +181	+2%	+$15.3K	0.38%	68
2025 Q2	$753K	Buy	+9,464	New	+$680K	0.36%	71

Other funds holding FYC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Proactive Wealth Strategies's FYC Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 1.7% in Q3 2026, buying an estimated $48.1K and bringing the position to 23,424 shares worth $2.7M. The position accounts for 0.42% of the portfolio, ranked #64.

Proactive Wealth Strategies first reported a position in FYC in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.93M in Q2 2026. 152 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

Proactive Wealth Strategies held 23,424 shares of First Trust Small Cap Growth AlphaDEX Fund worth $2.7M as of Q3 2026.
Proactive Wealth Strategies bought 400 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $48.1K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.42% of Proactive Wealth Strategies's portfolio in Q3 2026, its #64 holding.
Proactive Wealth Strategies first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2025 and has held it in 6 quarters since.
Proactive Wealth Strategies's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.93M in Q2 2026.
152 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.