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 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 $878M AUM 18.7% 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

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Willner & Heller Encino, California $160M AUM 45.36% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wedmont Private Capital's FYC Position: Q2 2026 in Review

Wedmont Private Capital held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 7,624 shares worth $929K. The position accounts for 0.03% of the portfolio, ranked #366.

Wedmont Private Capital first reported a position in FYC in Q1 2025 and has held it in 6 quarters since. 23 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Wedmont Private Capital held 7,624 shares of First Trust Small Cap Growth AlphaDEX Fund worth $929K as of Q2 2026.
Wedmont Private Capital left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #366 holding.
Wedmont Private Capital first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
23 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.