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Symphony Financial Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Symphony Financial Services’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
Q2 		$232K Buy
+1,819
New +$205K 0.1% 96

Other funds holding FYC

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
WG
Warner Group Madison, Connecticut $406M AUM 46.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Symphony Financial Services's FYC Position: Q2 2026 in Review

Symphony Financial Services opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 1,819 shares worth $232K. The stake represents 0.1% of the portfolio and ranks #96 among its holdings.

80 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Symphony Financial Services held 1,819 shares of First Trust Small Cap Growth AlphaDEX Fund worth $232K as of Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund was a new Symphony Financial Services position in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.1% of Symphony Financial Services's portfolio in Q2 2026, its #96 holding.
  • 80 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Symphony Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.