Wedmont Private Capital’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Wedmont Private Capital’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 Q3	$868K	Hold	7,624	–	–	0.02%	431
2026 Q2	$929K	Hold	7,624	–	–	0.03%	366
2026 Q1	$781K	Hold	7,624	–	–	0.03%	367
2025 Q4	$761K	Hold	7,624	–	–	0.03%	354
2025 Q3	$698K	Hold	7,624	–	–	0.03%	352
2025 Q2	$615K	Hold	7,624	–	–	0.03%	372
2025 Q1	$493K	Buy	+7,624	New	+$576K	0.03%	391

Other funds holding FYC

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

RIA

Rhodes Investment Advisors Fort Worth, Texas $141M AUM 26.5% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wedmont Private Capital's FYC Position: Q3 2026 in Review

Wedmont Private Capital held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q3 2026 at 7,624 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #431.

Wedmont Private Capital first reported a position in FYC in Q1 2025 and has held it in 7 quarters since. The position peaked at $929K in Q2 2026. 8 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

Wedmont Private Capital held 7,624 shares of First Trust Small Cap Growth AlphaDEX Fund worth $868K as of Q3 2026.
Wedmont Private Capital left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q3 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #431 holding.
Wedmont Private Capital first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
Wedmont Private Capital's First Trust Small Cap Growth AlphaDEX Fund position peaked at $929K in Q2 2026.
8 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.