WE
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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
Q2 		$417K Buy
3,275
+715
+28% +$80.7K 0.11% 153
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 $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

Wealth Effects's FYC Position: Q2 2026 in Review

Wealth Effects increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 28% in Q2 2026, buying an estimated $80.7K and bringing the position to 3,275 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #153.

Wealth Effects first reported a position in FYC in Q4 2021 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Wealth Effects held 3,275 shares of First Trust Small Cap Growth AlphaDEX Fund worth $417K as of Q2 2026.
  • Wealth Effects bought 715 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $80.7K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.11% of Wealth Effects's portfolio in Q2 2026, its #153 holding.
  • Wealth Effects first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2021 and has held it in 12 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.