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Vista Investment Partners II’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Vista Investment Partners II’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 		$1.96M Buy
15,375
+10,824
+238% +$1.22M 0.77% 48
2026
Q1 		$441K Sell
4,551
-21,410
-82% -$2.13M 0.2% 98
2025
Q4 		$2.5M Buy
25,961
+8,362
+48% +$789K 1.08% 36
2025
Q3 		$1.6M Buy
17,599
+6,485
+58% +$547K 0.75% 49
2025
Q2 		$884K Buy
11,114
+3,620
+48% +$260K 0.43% 60
2025
Q1 		$516K Buy
+7,494
New +$566K 0.29% 80

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

Vista Investment Partners II's FYC Position: Q2 2026 in Review

Vista Investment Partners II increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 238% in Q2 2026, buying an estimated $1.22M and bringing the position to 15,375 shares worth $1.96M. The position accounts for 0.77% of the portfolio, ranked #48.

Vista Investment Partners II first reported a position in FYC in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.5M in Q4 2025. 80 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Vista Investment Partners II held 15,375 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.96M as of Q2 2026.
  • Vista Investment Partners II bought 10,824 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.22M.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.77% of Vista Investment Partners II's portfolio in Q2 2026, its #48 holding.
  • Vista Investment Partners II first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
  • Vista Investment Partners II's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.5M in Q4 2025.
  • 80 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.