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

Fidelity Investments’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 		$85.4K Buy
671
+27
+4% +$3.05K ﹤0.01% 4051
2026
Q1 		$62.4K Buy
644
+59
+10% +$5.88K ﹤0.01% 4011
2025
Q4 		$56.2K Buy
585
+4
+0.7% +$377 ﹤0.01% 4047
2025
Q3 		$52.7K Buy
581
+115
+25% +$9.69K ﹤0.01% 3946
2025
Q2 		$37.1K Sell
466
-1,339
-74% -$96.2K ﹤0.01% 4036
2025
Q1 		$124K Buy
1,805
+1,271
+238% +$96K ﹤0.01% 3465
2024
Q4 		$41.3K Buy
534
+64
+14% +$5.03K ﹤0.01% 3932
2024
Q3 		$35K Hold
470
– – ﹤0.01% 3934
2024
Q2 		$31K Hold
470
– – ﹤0.01% 3859
2024
Q1 		$30.9K Sell
470
-1
-0.2% -$63 ﹤0.01% 3810
2023
Q4 		$29.6K Sell
471
-4
-0.8% -$227 ﹤0.01% 3753
2023
Q3 		$26.8K Sell
475
-587
-55% -$35.3K ﹤0.01% 3659
2023
Q2 		$63.9K Hold
1,062
– – ﹤0.01% 3334
2023
Q1 		$61.4K Sell
1,062
-680
-39% -$39.8K ﹤0.01% 3367
2022
Q4 		$96.3K Buy
1,742
+679
+64% +$38.7K ﹤0.01% 3226
2022
Q3 		$57K Sell
1,063
-4
-0.4% -$235 ﹤0.01% 3437
2022
Q2 		$58K Sell
1,067
-1
-0.1% -$60 ﹤0.01% 3511
2022
Q1 		$73K Buy
1,068
+1
+0.1% +$67 ﹤0.01% 3545
2021
Q4 		$80K Hold
1,067
– – ﹤0.01% 3135
2021
Q3 		$76K Sell
1,067
-149
-12% -$10.7K ﹤0.01% 3127
2021
Q2 		$89K Buy
1,216
+53
+5% +$3.75K ﹤0.01% 3050
2021
Q1 		$81K Buy
1,163
+6
+0.5% +$422 ﹤0.01% 2951
2020
Q4 		$71K Buy
+1,157
New +$62.9K ﹤0.01% 2942
2020
Q2 		– Sell
-1
Closed – – 3797
2020
Q1 		$0 Sell
1
-8
-89% -$341 ﹤0.01% 3846
2019
Q4 		$0 Hold
9
– – ﹤0.01% 3950
2019
Q3 		$0 Buy
+9
New +$409 ﹤0.01% 3934

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

Fidelity Investments's FYC Position: Q2 2026 in Review

Fidelity Investments increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 4.2% in Q2 2026, buying an estimated $3.05K and bringing the position to 671 shares worth $85.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4051.

Fidelity Investments first reported a position in FYC in Q3 2019 and has held it in 26 quarters since. The position peaked at $124K in Q1 2025. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Fidelity Investments held 671 shares of First Trust Small Cap Growth AlphaDEX Fund worth $85.4K as of Q2 2026.
  • Fidelity Investments bought 27 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $3.05K.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #4051 holding.
  • Fidelity Investments first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2019 and has held it in 26 quarters since.
  • Fidelity Investments's First Trust Small Cap Growth AlphaDEX Fund position peaked at $124K in Q1 2025.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.