WE
FYC icon

Wealth Effects’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Wealth Effects’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 		$248K Buy
2,560
+10
+0.4% +$996 0.09% 187
2025
Q4 		$245K Sell
2,550
-305
-11% -$28.8K 0.08% 179
2025
Q3 		$259K Buy
+2,855
New +$241K 0.08% 178
2025
Q1 		– Sell
-3,907
Closed -$303K – 207
2024
Q4 		$303K Buy
3,907
+425
+12% +$33.4K 0.11% 151
2024
Q3 		$259K Buy
3,482
+425
+14% +$29.8K 0.09% 170
2024
Q2 		$201K Sell
3,057
-215
-7% -$14K 0.07% 189
2024
Q1 		$215K Sell
3,272
-30
-0.9% -$1.88K 0.08% 191
2023
Q4 		$208K Buy
+3,302
New +$188K 0.08% 202
2022
Q3 		– Sell
-4,163
Closed -$225K – 189
2022
Q2 		$225K Buy
4,163
+8
+0.2% +$477 0.14% 156
2022
Q1 		$284K Hold
4,155
– – 0.13% 143
2021
Q4 		$310K Buy
+4,155
New +$312K 0.13% 145

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return