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Marshall Investment Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Marshall Investment Management’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 		$3.12K Hold
25
– – ﹤0.01% 314
2026
Q1 		$2.38K Buy
+25
New +$2.49K ﹤0.01% 242
2025
Q2 		– Sell
-35,453
Closed -$2.44M – 99
2025
Q1 		$2.44M Sell
35,453
-30,877
-47% -$2.33M 1.52% 28
2024
Q4 		$4.93M Buy
+66,330
New +$5.21M 2.91% 12

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

Marshall Investment Management's FYC Position: Q2 2026 in Review

Marshall Investment Management held its First Trust Small Cap Growth AlphaDEX Fund (FYC) position steady in Q2 2026 at 25 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Marshall Investment Management first reported a position in FYC in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.93M in Q4 2024. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Marshall Investment Management held 25 shares of First Trust Small Cap Growth AlphaDEX Fund worth $3.12K as of Q2 2026.
  • Marshall Investment Management left its First Trust Small Cap Growth AlphaDEX Fund share count unchanged in Q2 2026.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #314 holding.
  • Marshall Investment Management first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 4 quarters since.
  • Marshall Investment Management's First Trust Small Cap Growth AlphaDEX Fund position peaked at $4.93M in Q4 2024.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.