Cetera Investment Advisers
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Cetera Investment Advisers’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Cetera Investment Advisers’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 		$28.1M Buy
289,684
+34,676
+14% +$3.45M 0.03% 558
2025
Q4 		$24.5M Buy
255,008
+30,536
+14% +$2.88M 0.03% 578
2025
Q3 		$20.4M Buy
224,472
+33,089
+17% +$2.79M 0.02% 640
2025
Q2 		$15.2M Buy
191,383
+36,449
+24% +$2.62M 0.03% 629
2025
Q1 		$10.7M Buy
154,934
+45,204
+41% +$3.42M 0.02% 738
2024
Q4 		$8.5M Buy
109,730
+23,878
+28% +$1.88M 0.02% 779
2024
Q3 		$6.38M Buy
85,852
+28,950
+51% +$2.03M 0.01% 889
2024
Q2 		$3.75M Buy
56,902
+20,158
+55% +$1.31M 0.01% 1161
2024
Q1 		$2.41M Buy
+36,744
New +$2.3M 0.01% 1421
2019
Q3 		– Sell
-5,685
Closed -$263K – 551
2019
Q2 		$263K Buy
+5,685
New +$260K 0.03% 419

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
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return