Strategic Equity Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Strategic Equity 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
2026 Q1	$875K	Sell	9,027 -347	-4%	-$34.6K	0.33%	34
2025 Q4	$901K	Sell	9,374 -769	-8%	-$72.5K	0.31%	36
2025 Q3	$920K	Sell	10,143 -60	-0.6%	-$5.06K	0.34%	32
2025 Q2	$812K	Buy	10,203 +203	+2%	+$14.6K	0.3%	36
2025 Q1	$688K	Sell	10,000 -1,245	-11%	-$94.1K	0.29%	38
2024 Q4	$871K	Sell	11,245 -2,664	-19%	-$209K	0.37%	31
2024 Q3	$1.03M	Buy	13,909 +6,582	+90%	+$462K	0.49%	26
2024 Q2	$483K	Buy	+7,327	New	+$476K	0.31%	29

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Strategic Equity Management's FYC Position: Q1 2026 in Review

Strategic Equity Management reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 3.7% in Q1 2026, selling an estimated $34.6K and leaving 9,027 shares worth $875K. The position accounts for 0.33% of the portfolio, ranked #34.

Strategic Equity Management first reported a position in FYC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2024. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Strategic Equity Management held 9,027 shares of First Trust Small Cap Growth AlphaDEX Fund worth $875K as of Q1 2026.
Strategic Equity Management sold 347 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $34.6K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.33% of Strategic Equity Management's portfolio in Q1 2026, its #34 holding.
Strategic Equity Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2024 and has held it in 8 quarters since.
Strategic Equity Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $1.03M in Q3 2024.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Strategic Equity Management's 13F filing for Q1 2026, filed 21 Apr 2026.