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Bedel Financial Consulting’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Bedel Financial Consulting’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 		$9.94M Buy
78,032
+859
+1% +$97K 0.93% 16
2026
Q1 		$7.48M Buy
77,173
+2,731
+4% +$272K 0.84% 19
2025
Q4 		$7.16M Buy
74,442
+812
+1% +$76.6K 0.77% 18
2025
Q3 		$6.68M Buy
73,630
+2,501
+4% +$211K 0.85% 17
2025
Q2 		$5.66M Buy
71,129
+25
+0% +$1.79K 0.77% 17
2025
Q1 		$4.95M Buy
71,104
+17,468
+33% +$1.32M 0.71% 19
2024
Q4 		$4.32M Buy
53,636
+2,661
+5% +$209K 0.6% 19
2024
Q3 		$3.79M Buy
50,975
+2,136
+4% +$150K 0.53% 21
2024
Q2 		$3.22M Buy
48,839
+2,141
+5% +$139K 0.47% 24
2024
Q1 		$3.07M Buy
46,698
+1,612
+4% +$101K 0.48% 23
2023
Q4 		$2.84M Sell
45,086
-218
-0.5% -$12.4K 0.52% 22
2023
Q3 		$2.55M Buy
45,304
+1,525
+3% +$91.6K 0.52% 23
2023
Q2 		$2.64M Buy
43,779
+403
+0.9% +$23.2K 0.55% 22
2023
Q1 		$2.51M Buy
43,376
+4,067
+10% +$238K 0.61% 24
2022
Q4 		$2.17M Buy
39,309
+7,178
+22% +$409K 0.54% 25
2022
Q3 		$1.83M Buy
32,131
+2,822
+10% +$166K 0.49% 24
2022
Q2 		$1.59M Buy
+29,309
New +$1.75M 0.46% 25

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Bedel Financial Consulting's FYC Position: Q2 2026 in Review

Bedel Financial Consulting increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 1.1% in Q2 2026, buying an estimated $97K and bringing the position to 78,032 shares worth $9.94M. The position accounts for 0.93% of the portfolio, ranked #16.

Bedel Financial Consulting first reported a position in FYC in Q2 2022 and has held it in 17 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Bedel Financial Consulting held 78,032 shares of First Trust Small Cap Growth AlphaDEX Fund worth $9.94M as of Q2 2026.
  • Bedel Financial Consulting bought 859 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $97K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.93% of Bedel Financial Consulting's portfolio in Q2 2026, its #16 holding.
  • Bedel Financial Consulting first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2022 and has held it in 17 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.