Baird Financial Group
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Baird Financial Group’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Baird Financial 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
Q1 		$7.07M Buy
72,917
+54,755
+301% +$5.45M 0.01% 640
2025
Q4 		$1.75M Buy
18,162
+13,983
+335% +$1.32M ﹤0.01% 1080
2025
Q3 		$379K Buy
4,179
+1,647
+65% +$139K ﹤0.01% 1560
2025
Q2 		$201K Sell
2,532
-1,292
-34% -$92.8K ﹤0.01% 1706
2025
Q1 		$263K Sell
3,824
-1,973
-34% -$149K ﹤0.01% 1609
2024
Q4 		$449K Buy
5,797
+1,247
+27% +$98K ﹤0.01% 1420
2024
Q3 		$338K Hold
4,550
– – ﹤0.01% 1508
2024
Q2 		$300K Sell
4,550
-145
-3% -$9.43K ﹤0.01% 1561
2024
Q1 		$308K Buy
4,695
+1,295
+38% +$81.1K ﹤0.01% 1543
2023
Q4 		$214K Buy
+3,400
New +$193K ﹤0.01% 1624
2021
Q2 		– Sell
-33,617
Closed -$2.34M – 1752
2021
Q1 		$2.34M Buy
+33,617
New +$2.37M 0.01% 824

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group's FYC Position: Q1 2026 in Review

Baird Financial Group increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 301% in Q1 2026, buying an estimated $5.45M and bringing the position to 72,917 shares worth $7.07M. The position accounts for 0.01% of the portfolio, ranked #640.

Baird Financial Group first reported a position in FYC in Q1 2021 and has held it in 11 quarters since. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • Baird Financial Group held 72,917 shares of First Trust Small Cap Growth AlphaDEX Fund worth $7.07M as of Q1 2026.
  • Baird Financial Group bought 54,755 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $5.45M.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #640 holding.
  • Baird Financial Group first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 11 quarters since.
  • 154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.