Citigroup
FYC icon

Citigroup’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Citigroup’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 		$6.3K Hold
65
– – ﹤0.01% 5197
2025
Q4 		$6.25K Sell
65
-551
-89% -$52K ﹤0.01% 5182
2025
Q3 		$55.9K Buy
616
+551
+848% +$46.4K ﹤0.01% 4454
2025
Q2 		$5.17K Hold
65
– – ﹤0.01% 5275
2025
Q1 		$4.47K Hold
65
– – ﹤0.01% 5289
2024
Q4 		$5.03K Buy
+65
New +$5.11K ﹤0.01% 5461
2021
Q4 		– Sell
-551
Closed -$39K – 5921
2021
Q3 		$39K Sell
551
-1,327
-71% -$94.9K ﹤0.01% 4876
2021
Q2 		$138K Hold
1,878
– – ﹤0.01% 4397
2021
Q1 		$131K Buy
1,878
+457
+32% +$32.2K ﹤0.01% 4235
2020
Q4 		$88K Buy
1,421
+79
+6% +$4.29K ﹤0.01% 5628
2020
Q3 		$63K Buy
1,342
+254
+23% +$11.6K ﹤0.01% 5438
2020
Q2 		$46K Buy
1,088
+301
+38% +$11.5K ﹤0.01% 6067
2020
Q1 		$26K Hold
787
– – ﹤0.01% 6504
2019
Q4 		$37K Hold
787
– – ﹤0.01% 6555
2019
Q3 		$35K Hold
787
– – ﹤0.01% 6358
2019
Q2 		$37K Buy
787
+477
+154% +$21.8K ﹤0.01% 6721
2019
Q1 		$14K Buy
310
+250
+417% +$11.2K ﹤0.01% 7118
2018
Q4 		$2K Sell
60
-344
-85% -$15.4K ﹤0.01% 7505
2018
Q3 		$21K Buy
404
+125
+45% +$6.37K ﹤0.01% 7057
2018
Q2 		$14K Buy
279
+75
+37% +$3.48K ﹤0.01% 7072
2018
Q1 		$9K Buy
+204
New +$8.85K ﹤0.01% 7079
2016
Q2 		– Sell
-311
Closed -$9K – 7181
2016
Q1 		$9K Hold
311
– – ﹤0.01% 6828
2015
Q4 		$9K Hold
311
– – ﹤0.01% 6856
2015
Q3 		$9K Hold
311
– – ﹤0.01% 6488
2015
Q2 		$10K Buy
311
+11
+4% +$345 ﹤0.01% 6462
2015
Q1 		$9K Hold
300
– – ﹤0.01% 6501
2014
Q4 		$9K Buy
+300
New +$8.59K ﹤0.01% 6502

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Citigroup's FYC Position: Q1 2026 in Review

Citigroup held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q1 2026 at 65 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5197.

Citigroup first reported a position in FYC in Q4 2014 and has held it in 27 quarters since. The position peaked at $138K in Q2 2021. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • Citigroup held 65 shares of First Trust Small Cap Growth AlphaDEX Fund worth $6.3K as of Q1 2026.
  • Citigroup left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #5197 holding.
  • Citigroup first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2014 and has held it in 27 quarters since.
  • Citigroup's First Trust Small Cap Growth AlphaDEX Fund position peaked at $138K in Q2 2021.
  • 154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.