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 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	0.04%	336
2024 Q3	$441K	Buy	+5,928	New	+$416K	0.03%	493

Other funds holding FYC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Western Wealth Management's FYC Position: Q1 2026 in Review

Western Wealth Management increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 4.7% in Q1 2026, buying an estimated $50.9K and bringing the position to 11,492 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #413.

Western Wealth Management first reported a position in FYC in Q3 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Western Wealth Management held 11,492 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.11M as of Q1 2026.
Western Wealth Management bought 511 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $50.9K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #413 holding.
Western Wealth Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 7 quarters since.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.