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 Q2	$15.8M	Buy	124,071 +51,154	+70%	+$5.77M	0.02%	472
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 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

Baird Financial Group's FYC Position: Q2 2026 in Review

Baird Financial Group increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 70% in Q2 2026, buying an estimated $5.77M and bringing the position to 124,071 shares worth $15.8M. The position accounts for 0.02% of the portfolio, ranked #472.

Baird Financial Group first reported a position in FYC in Q1 2021 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Baird Financial Group held 124,071 shares of First Trust Small Cap Growth AlphaDEX Fund worth $15.8M as of Q2 2026.
Baird Financial Group bought 51,154 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $5.77M.
First Trust Small Cap Growth AlphaDEX Fund made up 0.02% of Baird Financial Group's portfolio in Q2 2026, its #472 holding.
Baird Financial Group first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2021 and has held it in 12 quarters since.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.