Benjamin Edwards Inc’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Benjamin Edwards Inc’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	$649K	Sell	5,063 -171	-3%	-$19.3K	0.01%	963
2026 Q1	$511K	Buy	5,234 +744	+17%	+$74.1K	0.01%	996
2025 Q4	$435K	Sell	4,490 -652	-13%	-$61.5K	﹤0.01%	992
2025 Q3	$471K	Sell	5,142 -520	-9%	-$43.8K	0.01%	950
2025 Q2	$451K	Sell	5,662 -15,155	-73%	-$1.09M	0.01%	880
2025 Q1	$1.43M	Sell	20,817 -23,623	-53%	-$1.78M	0.02%	498
2024 Q4	$3.45M	Sell	44,440 -2,941	-6%	-$231K	0.05%	324
2024 Q3	$3.53M	Buy	+47,381	New	+$3.32M	0.05%	327

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

Benjamin Edwards Inc's FYC Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 3.3% in Q2 2026, selling an estimated $19.3K and leaving 5,063 shares worth $649K. The position accounts for 0.01% of the portfolio, ranked #963.

Benjamin Edwards Inc first reported a position in FYC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.53M in Q3 2024. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Benjamin Edwards Inc held 5,063 shares of First Trust Small Cap Growth AlphaDEX Fund worth $649K as of Q2 2026.
Benjamin Edwards Inc sold 171 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $19.3K.
First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #963 holding.
Benjamin Edwards Inc first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's First Trust Small Cap Growth AlphaDEX Fund position peaked at $3.53M in Q3 2024.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.