Wealthcare Advisory Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Wealthcare Advisory Partners’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	$728K	Buy	+5,720	New	+$646K	0.01%	598
2021 Q2	–	Sell	-50	Closed	-$3K	–	1042
2021 Q1	$3K	Buy	+50	New	+$3.52K	﹤0.01%	1776
2020 Q2	–	Sell	-950	Closed	-$31K	–	728
2020 Q1	$31K	Sell	950 -80	-8%	-$3.41K	﹤0.01%	609
2019 Q4	$48K	Buy	1,030 +50	+5%	+$2.25K	0.01%	554
2019 Q3	$43K	Hold	980	–	–	0.01%	566
2019 Q2	$46K	Buy	980 +880	+880%	+$40.3K	0.01%	526
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	966
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	974
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	987
2018 Q2	$5K	Hold	100	–	–	﹤0.01%	980
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	863
2017 Q4	$4K	Buy	+100	New	+$4.18K	﹤0.01%	820

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealthcare Advisory Partners's FYC Position: Q2 2026 in Review

Wealthcare Advisory Partners opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 5,720 shares worth $728K. The stake represents 0.01% of the portfolio and ranks #598 among its holdings. This is a return to the name: Wealthcare Advisory Partners previously reported a position in FYC as recently as Q1 2021.

Wealthcare Advisory Partners first reported a position in FYC in Q4 2017 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Wealthcare Advisory Partners held 5,720 shares of First Trust Small Cap Growth AlphaDEX Fund worth $728K as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Wealthcare Advisory Partners position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #598 holding.
Wealthcare Advisory Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 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 Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.