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

Spire 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 Q2	–	Sell	-9	Closed	-$640	–	2446
2025 Q1	$640	Hold	9	–	–	﹤0.01%	2441
2024 Q4	$720	Sell	9 -99	-92%	-$7.78K	﹤0.01%	2408
2024 Q3	$8.04K	Buy	108 +1	+0.9%	+$70	﹤0.01%	1701
2024 Q2	$7.08K	Hold	107	–	–	﹤0.01%	1740
2024 Q1	$7.06K	Sell	107 -21	-16%	-$1.32K	﹤0.01%	1826
2023 Q4	$7.67K	Buy	128 +1	+0.8%	+$57	﹤0.01%	1828
2023 Q3	$7.17K	Hold	127	–	–	﹤0.01%	1834
2023 Q2	$7.65K	Sell	127 -27	-18%	-$1.55K	﹤0.01%	1892
2023 Q1	$8.92K	Buy	154 +135	+711%	+$7.9K	﹤0.01%	1890
2022 Q4	$1K	Hold	19	–	–	﹤0.01%	2187
2022 Q3	$1K	Sell	19 -245	-93%	-$14.4K	﹤0.01%	2080
2022 Q2	$14K	Sell	264 -960	-78%	-$57.3K	﹤0.01%	1795
2022 Q1	$84K	Sell	1,224 -175	-13%	-$11.7K	﹤0.01%	1229
2021 Q4	$104K	Sell	1,399 -74	-5%	-$5.55K	﹤0.01%	1388
2021 Q3	$105K	Sell	1,473 -32,207	-96%	-$2.3M	﹤0.01%	1178
2021 Q2	$2.47M	Buy	+33,680	New	+$2.38M	0.07%	254

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Spire Wealth Management's FYC Position: Q2 2025 in Review

Spire Wealth Management sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2025, closing a stake of 9 shares — an estimated $640 sold.

Spire Wealth Management first reported a position in FYC in Q2 2021 and held it in 16 quarters. The position peaked at $2.47M in Q2 2021. 105 funds tracked by Wall St. Rank hold FYC as of Q2 2025.

Spire Wealth Management reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 9 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2025, an estimated $640.
Spire Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2021 and held it in 16 quarters.
Spire Wealth Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.47M in Q2 2021.
105 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.