Roman Butler Fullerton & Co’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Roman Butler Fullerton & Co’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	$3.06M	Buy	+25,428	New	+$2.87M	0.73%	31

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

Roman Butler Fullerton & Co's FYC Position: Q2 2026 in Review

Roman Butler Fullerton & Co opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 25,428 shares worth $3.06M. The stake represents 0.73% of the portfolio and ranks #31 among its holdings.

176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Roman Butler Fullerton & Co held 25,428 shares of First Trust Small Cap Growth AlphaDEX Fund worth $3.06M as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Roman Butler Fullerton & Co position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.73% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #31 holding.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.