Rhodes Investment Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Rhodes Investment 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 Q3	$1.18M	Buy	10,197 +1,197	+13%	+$144K	0.83%	44
2026 Q2	$1.15M	Buy	9,000 +3,505	+64%	+$396K	0.84%	41
2026 Q1	$533K	Buy	5,495 +1,880	+52%	+$187K	0.46%	65
2025 Q4	$347K	Buy	+3,615	New	+$341K	0.28%	77

Other funds holding FYC

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Rhodes Investment Advisors's FYC Position: Q3 2026 in Review

Rhodes Investment Advisors increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 13% in Q3 2026, buying an estimated $144K and bringing the position to 10,197 shares worth $1.18M. The position accounts for 0.83% of the portfolio, ranked #44.

Rhodes Investment Advisors first reported a position in FYC in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

Rhodes Investment Advisors held 10,197 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.18M as of Q3 2026.
Rhodes Investment Advisors bought 1,197 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $144K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.83% of Rhodes Investment Advisors's portfolio in Q3 2026, its #44 holding.
Rhodes Investment Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 4 quarters since.
5 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.