Pursuit Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Pursuit Wealth Management’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
2025 Q4	$2.31M	Buy	+24,013	New	+$2.27M	1.98%	10

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Pursuit Wealth Management's FYC Position: Q4 2025 in Review

Pursuit Wealth Management opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q4 2025: 24,013 shares worth $2.31M. The stake represents 1.98% of the portfolio and ranks #10 among its holdings.

138 funds tracked by Wall St. Rank hold FYC as of Q4 2025.

Pursuit Wealth Management held 24,013 shares of First Trust Small Cap Growth AlphaDEX Fund worth $2.31M as of Q4 2025.
First Trust Small Cap Growth AlphaDEX Fund was a new Pursuit Wealth Management position in Q4 2025.
First Trust Small Cap Growth AlphaDEX Fund made up 1.98% of Pursuit Wealth Management's portfolio in Q4 2025, its #10 holding.
138 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q4 2025.

Based on Pursuit Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.