Stratos Wealth Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Stratos Wealth Partners’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	$657K	Buy	6,776 +294	+5%	+$29.3K	0.01%	958
2025 Q4	$623K	Buy	6,482 +2,208	+52%	+$208K	0.01%	949
2025 Q3	$388K	Buy	4,274 +81	+2%	+$6.83K	﹤0.01%	1129
2025 Q2	$334K	Buy	4,193 +1,060	+34%	+$76.1K	﹤0.01%	1101
2025 Q1	$216K	Buy	3,133 +226	+8%	+$17.1K	﹤0.01%	1246
2024 Q4	$225K	Buy	+2,907	New	+$228K	﹤0.01%	1288
2023 Q3	–	Sell	-8,828	Closed	-$532K	–	1300
2023 Q2	$532K	Buy	8,828 +338	+4%	+$19.4K	0.01%	740
2023 Q1	$491K	Buy	+8,490	New	+$497K	0.01%	708
2021 Q4	–	Sell	-18,502	Closed	-$1.32M	–	1274
2021 Q3	$1.32M	Sell	18,502 -15,391	-45%	-$1.1M	0.03%	438
2021 Q2	$2.48M	Buy	33,893 +21,626	+176%	+$1.53M	0.06%	284
2021 Q1	$855K	Buy	+12,267	New	+$863K	0.02%	547
2018 Q4	–	Sell	-110	Closed	-$6K	–	1456
2018 Q3	$6K	Buy	+110	New	+$5.61K	﹤0.01%	2384
2018 Q2	–	Sell	-110	Closed	-$5K	–	1581
2018 Q1	$5K	Hold	110	–	–	﹤0.01%	2602
2017 Q4	$5K	Buy	+110	New	+$4.59K	﹤0.01%	2389

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

Stratos Wealth Partners's FYC Position: Q1 2026 in Review

Stratos Wealth Partners increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 4.5% in Q1 2026, buying an estimated $29.3K and bringing the position to 6,776 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #958.

Stratos Wealth Partners first reported a position in FYC in Q4 2017 and has held it in 14 quarters since. The position peaked at $2.48M in Q2 2021. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Stratos Wealth Partners held 6,776 shares of First Trust Small Cap Growth AlphaDEX Fund worth $657K as of Q1 2026.
Stratos Wealth Partners bought 294 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $29.3K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #958 holding.
Stratos Wealth Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and has held it in 14 quarters since.
Stratos Wealth Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.48M in Q2 2021.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.