Western Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Western Wealth Management’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	$1.26M	Sell	9,864 -1,628	-14%	-$184K	0.04%	417
2026 Q1	$1.11M	Buy	11,492 +511	+5%	+$50.9K	0.04%	413
2025 Q4	$1.06M	Buy	10,981 +2,249	+26%	+$212K	0.05%	336
2025 Q3	$792K	Buy	8,732 +601	+7%	+$50.6K	0.04%	350
2025 Q2	$647K	Buy	8,131 +324	+4%	+$23.3K	0.04%	355
2025 Q1	$537K	Buy	7,807 +23	+0.3%	+$1.74K	0.04%	369
2024 Q4	$603K	Buy	7,784 +1,856	+31%	+$146K	0.03%	412
2024 Q3	$441K	Buy	+5,928	New	+$416K	0.03%	493

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

Western Wealth Management's FYC Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 14% in Q2 2026, selling an estimated $184K and leaving 9,864 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #417.

Western Wealth Management first reported a position in FYC in Q3 2024 and has held it in 8 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Western Wealth Management held 9,864 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.26M as of Q2 2026.
Western Wealth Management sold 1,628 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $184K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #417 holding.
Western Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.