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

Cetera Investment Advisers's FYC Position: Q1 2026 in Review

Cetera Investment Advisers increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 14% in Q1 2026, buying an estimated $3.45M and bringing the position to 289,684 shares worth $28.1M. The position accounts for 0.03% of the portfolio, ranked #558.

Cetera Investment Advisers first reported a position in FYC in Q2 2019 and has held it in 10 quarters since. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • Cetera Investment Advisers held 289,684 shares of First Trust Small Cap Growth AlphaDEX Fund worth $28.1M as of Q1 2026.
  • Cetera Investment Advisers bought 34,676 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $3.45M.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.03% of Cetera Investment Advisers's portfolio in Q1 2026, its #558 holding.
  • Cetera Investment Advisers first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2019 and has held it in 10 quarters since.
  • 154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.