Sylvest Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Sylvest Advisors’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	$825K	Buy	8,510 +105	+1%	+$10.5K	0.44%	27
2025 Q4	$808K	Buy	8,405 +229	+3%	+$21.6K	0.43%	31
2025 Q3	$742K	Buy	8,176 +298	+4%	+$25.1K	0.4%	32
2025 Q2	$627K	Buy	7,878 +565	+8%	+$40.6K	0.36%	39
2025 Q1	$503K	Buy	7,313 +881	+14%	+$66.6K	0.31%	46
2024 Q4	$498K	Buy	+6,432	New	+$506K	0.31%	51

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

Sylvest Advisors's FYC Position: Q1 2026 in Review

Sylvest Advisors increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 1.2% in Q1 2026, buying an estimated $10.5K and bringing the position to 8,510 shares worth $825K. The position accounts for 0.44% of the portfolio, ranked #27.

Sylvest Advisors first reported a position in FYC in Q4 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Sylvest Advisors held 8,510 shares of First Trust Small Cap Growth AlphaDEX Fund worth $825K as of Q1 2026.
Sylvest Advisors bought 105 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $10.5K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.44% of Sylvest Advisors's portfolio in Q1 2026, its #27 holding.
Sylvest Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Sylvest Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.