FT
FYC icon

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

Fiduciary Trust’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
2025
Q1 		– Sell
-2,621
Closed -$203K – 829
2024
Q4 		$203K Buy
+2,621
New +$206K ﹤0.01% 660

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiduciary Trust's FYC Position: Q1 2025 in Review

Fiduciary Trust sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2025, closing a stake of 2,621 shares — an estimated $203K sold.

Fiduciary Trust first reported a position in FYC in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 106 funds tracked by Wall St. Rank hold FYC as of Q1 2025.

  • Fiduciary Trust reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2025 after selling out during the quarter.
  • Fiduciary Trust sold 2,621 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2025, an estimated $203K.
  • Fiduciary Trust first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and held it in 1 quarter.
  • Fiduciary Trust's First Trust Small Cap Growth AlphaDEX Fund position peaked at $203K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2025.

Based on Fiduciary Trust's 13F filing for Q1 2025, filed 15 May 2025.