EH
FYC icon

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

Equitable Holdings’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 		$7M Sell
54,971
-2,541
-4% -$287K 0.04% 362
2026
Q1 		$5.53M Buy
57,512
+1,636
+3% +$163K 0.04% 406
2025
Q4 		$5.37M Sell
55,876
-3,255
-6% -$307K 0.04% 356
2025
Q3 		$5.36M Buy
59,131
+1,119
+2% +$94.3K 0.04% 330
2025
Q2 		$4.62M Buy
58,012
+4,733
+9% +$340K 0.04% 344
2025
Q1 		$3.67M Buy
53,279
+21,447
+67% +$1.62M 0.03% 359
2024
Q4 		$2.46M Sell
31,832
-3,190
-9% -$251K 0.02% 428
2024
Q3 		$2.6M Sell
35,022
-2,875
-8% -$202K 0.03% 420
2024
Q2 		$2.5M Buy
37,897
+1,100
+3% +$71.5K 0.03% 405
2024
Q1 		$2.42M Sell
36,797
-975
-3% -$61.1K 0.03% 392
2023
Q4 		$2.38M Buy
37,772
+1,070
+3% +$60.8K 0.03% 368
2023
Q3 		$2.07M Buy
36,702
+40
+0.1% +$2.4K 0.03% 355
2023
Q2 		$2.21M Sell
36,662
-150
-0.4% -$8.63K 0.03% 335
2023
Q1 		$2.13M Buy
36,812
+1,250
+4% +$73.1K 0.03% 311
2022
Q4 		$1.97M Buy
35,562
+7,935
+29% +$452K 0.03% 305
2022
Q3 		$1.49M Buy
27,627
+16,385
+146% +$963K 0.03% 311
2022
Q2 		$609K Buy
11,242
+5,705
+103% +$340K 0.01% 517
2022
Q1 		$378K Buy
+5,537
New +$372K 0.01% 647

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

Equitable Holdings's FYC Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 4.4% in Q2 2026, selling an estimated $287K and leaving 54,971 shares worth $7M. The position accounts for 0.04% of the portfolio, ranked #362.

Equitable Holdings first reported a position in FYC in Q1 2022 and has held it in 18 quarters since. 175 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Equitable Holdings held 54,971 shares of First Trust Small Cap Growth AlphaDEX Fund worth $7M as of Q2 2026.
  • Equitable Holdings sold 2,541 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $287K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.04% of Equitable Holdings's portfolio in Q2 2026, its #362 holding.
  • Equitable Holdings first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 18 quarters since.
  • 175 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.