Mariner
FYC icon

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

Mariner’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 		– Sell
-3,045
Closed -$295K – 3680
2026
Q1 		$295K Buy
3,045
+220
+8% +$21.9K ﹤0.01% 2892
2025
Q4 		$272K Buy
2,825
+326
+13% +$30.8K ﹤0.01% 2931
2025
Q3 		$227K Buy
+2,499
New +$211K ﹤0.01% 3065
2025
Q2 		– Sell
-3,034
Closed -$209K – 3551
2025
Q1 		$209K Buy
+3,034
New +$229K ﹤0.01% 2966

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

Mariner's FYC Position: Q2 2026 in Review

Mariner sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026, closing a stake of 3,045 shares — an estimated $295K sold.

Mariner first reported a position in FYC in Q1 2025 and held it in 4 quarters. The position peaked at $295K in Q1 2026. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Mariner reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2026 after selling out during the quarter.
  • Mariner sold 3,045 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $295K.
  • Mariner first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2025 and held it in 4 quarters.
  • Mariner's First Trust Small Cap Growth AlphaDEX Fund position peaked at $295K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

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