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 Q3	$244K	Sell	2,118 -4,250	-67%	-$511K	0.1%	211
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

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

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Summit Financial Consulting Sterling Heights, Michigan $136M AUM 9.85% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

World Equity Group's FYC Position: Q3 2026 in Review

World Equity Group reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 67% in Q3 2026, selling an estimated $511K and leaving 2,118 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #211.

World Equity Group first reported a position in FYC in Q1 2025 and has held it in 7 quarters since. The position peaked at $811K in Q2 2026. 34 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

World Equity Group held 2,118 shares of First Trust Small Cap Growth AlphaDEX Fund worth $244K as of Q3 2026.
World Equity Group sold 4,250 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $511K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.1% of World Equity Group's portfolio in Q3 2026, its #211 holding.
World Equity Group first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 7 quarters since.
World Equity Group's First Trust Small Cap Growth AlphaDEX Fund position peaked at $811K in Q2 2026.
34 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.