Key Financial Inc’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Key Financial Inc’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	$100K	Hold	785	–	–	0.02%	426
2026 Q1	$76.1K	Hold	785	–	–	0.01%	453
2025 Q4	$75.5K	Hold	785	–	–	0.01%	447
2025 Q3	$71.4K	Sell	785 -252	-24%	-$21.2K	0.01%	451
2025 Q2	$82.5K	Hold	1,037	–	–	0.02%	410
2025 Q1	$71.3K	Hold	1,037	–	–	0.02%	419
2024 Q4	$80.3K	Hold	1,037	–	–	0.02%	396
2024 Q3	$77.1K	Hold	1,037	–	–	0.02%	396
2024 Q2	$68.3K	Hold	1,037	–	–	0.02%	409
2024 Q1	$68.1K	Hold	1,037	–	–	0.02%	385
2023 Q4	$65.2K	Hold	1,037	–	–	0.02%	380
2023 Q3	$58.4K	Hold	1,037	–	–	0.02%	379
2023 Q2	$62.4K	Hold	1,037	–	–	0.02%	372
2023 Q1	$60K	Hold	1,037	–	–	0.02%	366
2022 Q4	$55.9K	Hold	1,037	–	–	0.03%	342
2022 Q3	$56K	Hold	1,037	–	–	0.03%	347
2022 Q2	$57K	Buy	1,037 +193	+23%	+$11.5K	0.03%	334
2022 Q1	$58K	Hold	844	–	–	0.03%	340
2021 Q4	$63K	Hold	844	–	–	0.03%	315
2021 Q3	$60K	Hold	844	–	–	0.03%	317
2021 Q2	$60K	Hold	844	–	–	0.03%	329
2021 Q1	$59K	Hold	844	–	–	0.04%	255
2020 Q4	$52K	Buy	+844	New	+$45.9K	0.04%	242
2020 Q2	–	Sell	-1,185	Closed	-$39K	–	297
2020 Q1	$39K	Buy	+1,185	New	+$50.5K	0.04%	242

Other funds holding FYC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Key Financial Inc's FYC Position: Q2 2026 in Review

Key Financial Inc held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 785 shares worth $100K. The position accounts for 0.02% of the portfolio, ranked #426.

Key Financial Inc first reported a position in FYC in Q1 2020 and has held it in 24 quarters since. 177 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Key Financial Inc held 785 shares of First Trust Small Cap Growth AlphaDEX Fund worth $100K as of Q2 2026.
Key Financial Inc left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up 0.02% of Key Financial Inc's portfolio in Q2 2026, its #426 holding.
Key Financial Inc first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2020 and has held it in 24 quarters since.
177 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.