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Sound Income Strategies’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Sound Income 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
Q2 		$246K Hold
1,932
– – 0.01% 419
2026
Q1 		$190K Sell
1,932
-2
-0.1% -$199 0.01% 427
2025
Q4 		$197K Buy
+1,934
New +$182K 0.01% 423

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Sound Income Strategies's FYC Position: Q2 2026 in Review

Sound Income Strategies held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 1,932 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #419.

Sound Income Strategies first reported a position in FYC in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Sound Income Strategies held 1,932 shares of First Trust Small Cap Growth AlphaDEX Fund worth $246K as of Q2 2026.
  • Sound Income Strategies left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #419 holding.
  • Sound Income Strategies first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.