Wealth Enhancement Advisory Services
FYC icon

Wealth Enhancement Advisory Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.21M Buy
9,934
+260
+3% +$29.4K ﹤0.01% 1936
2026
Q1 		$956K Buy
9,674
+6,904
+249% +$688K ﹤0.01% 1833
2025
Q4 		$278K Buy
2,770
+471
+20% +$44.4K ﹤0.01% 2989
2025
Q3 		$211K Buy
+2,299
New +$194K ﹤0.01% 3093
2025
Q1 		– Sell
-4,519
Closed -$350K – 3033
2024
Q4 		$350K Buy
+4,519
New +$355K ﹤0.01% 2251

Other funds holding FYC

EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
PFS
Paller Financial Services Centennial, Colorado $134M AUM
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
CAC
Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $255M AUM 32.07% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
NWM
Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return
WH
Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's FYC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 2.7% in Q2 2026, buying an estimated $29.4K and bringing the position to 9,934 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1936.

Wealth Enhancement Advisory Services first reported a position in FYC in Q4 2024 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,934 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.21M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 260 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $29.4K.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1936 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.