Advisory Services Network’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Advisory Services Network’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	$206K	Buy	2,122 +24	+1%	+$2.39K	﹤0.01%	1804
2025 Q4	$202K	Buy	2,098 +1,000	+91%	+$94.3K	﹤0.01%	1699
2025 Q3	$99.6K	Buy	+1,098	New	+$92.5K	﹤0.01%	2081
2023 Q2	–	Sell	-320	Closed	-$18.5K	–	2271
2023 Q1	$18.5K	Hold	320	–	–	﹤0.01%	2585
2022 Q4	$17.7K	Buy	+320	New	+$18.2K	﹤0.01%	2573
2022 Q1	–	Sell	-4,232	Closed	-$316K	–	1486
2021 Q4	$316K	Buy	4,232 +318	+8%	+$23.8K	0.01%	1102
2021 Q3	$280K	Hold	3,914	–	–	0.01%	1132
2021 Q2	$287K	Buy	3,914 +116	+3%	+$8.2K	0.01%	1110
2021 Q1	$265K	Buy	3,798 +216	+6%	+$15.2K	0.01%	1081
2020 Q4	$221K	Buy	+3,582	New	+$195K	0.01%	1027
2020 Q1	–	Sell	-7,727	Closed	-$361K	–	3125
2019 Q4	$361K	Buy	7,727 +8	+0.1%	+$361	0.02%	709
2019 Q3	$359K	Hold	7,719	–	–	0.02%	645
2019 Q2	$359K	Buy	7,719 +4,636	+150%	+$212K	0.02%	643
2019 Q1	$142K	Buy	3,083 +166	+6%	+$7.43K	0.01%	874
2018 Q4	$117K	Hold	2,917	–	–	0.01%	850
2018 Q3	$153K	Buy	2,917 +539	+23%	+$27.5K	0.01%	835
2018 Q2	$120K	Buy	2,378 +706	+42%	+$32.7K	0.01%	877
2018 Q1	$73K	Hold	1,672	–	–	0.01%	1161
2017 Q4	$71K	Buy	+1,672	New	+$69.8K	0.01%	1112

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

Advisory Services Network's FYC Position: Q1 2026 in Review

Advisory Services Network increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 1.1% in Q1 2026, buying an estimated $2.39K and bringing the position to 2,122 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Advisory Services Network first reported a position in FYC in Q4 2017 and has held it in 19 quarters since. The position peaked at $361K in Q4 2019. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

Advisory Services Network held 2,122 shares of First Trust Small Cap Growth AlphaDEX Fund worth $206K as of Q1 2026.
Advisory Services Network bought 24 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $2.39K.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #1804 holding.
Advisory Services Network first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2017 and has held it in 19 quarters since.
Advisory Services Network's First Trust Small Cap Growth AlphaDEX Fund position peaked at $361K in Q4 2019.
154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.