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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
Q2 		– Sell
-194
Closed -$18.8K – 984
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Twin Peaks Wealth Advisors's FYC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026, closing a stake of 194 shares — an estimated $18.8K sold.

Twin Peaks Wealth Advisors first reported a position in FYC in Q2 2025 and held it in 2 quarters. The position peaked at $68.3K in Q2 2025. 177 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 194 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $18.8K.
  • Twin Peaks Wealth Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $68.3K in Q2 2025.
  • 177 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.