SFC
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Summit Financial Consulting’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Summit Financial Consulting’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
Q3 		$1.86M Buy
+16,170
New +$1.94M 1.37% 12

Other funds holding FYC

Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Summit Financial Consulting's FYC Position: Q3 2026 in Review

Summit Financial Consulting opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2026: 16,170 shares worth $1.86M. The stake represents 1.37% of the portfolio and ranks #12 among its holdings.

25 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

  • Summit Financial Consulting held 16,170 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.86M as of Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Summit Financial Consulting position in Q3 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 1.37% of Summit Financial Consulting's portfolio in Q3 2026, its #12 holding.
  • 25 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.