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

Ameritas Advisory Services’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	$227K	Sell	1,783 -628	-26%	-$70.9K	﹤0.01%	1048
2026 Q1	$234K	Buy	+2,411	New	+$240K	0.01%	869
2025 Q4	–	Sell	-1,848	Closed	-$168K	–	1381
2025 Q3	$168K	Hold	1,848	–	–	0.01%	666
2025 Q2	$147K	Buy	+1,848	New	+$133K	0.01%	837
2023 Q2	–	Sell	-2,145	Closed	-$124K	–	1308
2023 Q1	$124K	Sell	2,145 -1,762	-45%	-$103K	0.01%	919
2022 Q4	$216K	Buy	+3,907	New	+$223K	0.01%	802
2022 Q2	–	Sell	-3,433	Closed	-$235K	–	821
2022 Q1	$235K	Buy	+3,433	New	+$230K	0.01%	744

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

Ameritas Advisory Services's FYC Position: Q2 2026 in Review

Ameritas Advisory Services reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 26% in Q2 2026, selling an estimated $70.9K and leaving 1,783 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Ameritas Advisory Services first reported a position in FYC in Q1 2022 and has held it in 7 quarters since. The position peaked at $235K in Q1 2022. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Ameritas Advisory Services held 1,783 shares of First Trust Small Cap Growth AlphaDEX Fund worth $227K as of Q2 2026.
Ameritas Advisory Services sold 628 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $70.9K.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1048 holding.
Ameritas Advisory Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 7 quarters since.
Ameritas Advisory Services's First Trust Small Cap Growth AlphaDEX Fund position peaked at $235K in Q1 2022.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.