Twin Peaks Wealth Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Twin Peaks Wealth 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	$18.8K	Buy	+194	New	+$19.3K	﹤0.01%	748
2025 Q3	–	Sell	-818	Closed	-$68.3K	–	912
2025 Q2	$68.3K	Buy	+818	New	+$58.7K	0.02%	288

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

Twin Peaks Wealth Advisors's FYC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2026: 194 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #748 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FYC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FYC in Q2 2025 and has held it in 2 quarters since. The position peaked at $68.3K in Q2 2025. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Twin Peaks Wealth Advisors held 194 shares of First Trust Small Cap Growth AlphaDEX Fund worth $18.8K as of Q1 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Twin Peaks Wealth Advisors position in Q1 2026.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #748 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2025 and has held it in 2 quarters since.
Twin Peaks Wealth Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $68.3K in Q2 2025.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.