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World Equity Group’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

World Equity Group’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 		$811K Buy
6,368
+395
+7% +$44.6K 0.18% 123
2026
Q1 		$579K Sell
5,973
-189
-3% -$18.8K 0.15% 171
2025
Q4 		$592K Sell
6,162
-39
-0.6% -$3.68K 0.17% 146
2025
Q3 		$563K Sell
6,201
-154
-2% -$13K 0.13% 162
2025
Q2 		$506K Buy
6,355
+430
+7% +$30.9K 0.14% 157
2025
Q1 		$412K Buy
+5,925
New +$448K 0.12% 177

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

World Equity Group's FYC Position: Q2 2026 in Review

World Equity Group increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 6.6% in Q2 2026, buying an estimated $44.6K and bringing the position to 6,368 shares worth $811K. The position accounts for 0.18% of the portfolio, ranked #123.

World Equity Group first reported a position in FYC in Q1 2025 and has held it in 6 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • World Equity Group held 6,368 shares of First Trust Small Cap Growth AlphaDEX Fund worth $811K as of Q2 2026.
  • World Equity Group bought 395 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $44.6K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.18% of World Equity Group's portfolio in Q2 2026, its #123 holding.
  • World Equity Group first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 6 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.