MML Investors Services
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MML Investors Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

MML Investors Services’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 		$12.8M Buy
100,218
+12,482
+14% +$1.41M 0.03% 549
2026
Q1 		$8.51M Buy
87,736
+21,033
+32% +$2.09M 0.02% 604
2025
Q4 		$6.41M Buy
66,703
+850
+1% +$80.2K 0.02% 748
2025
Q3 		$5.97M Buy
65,853
+58,922
+850% +$4.97M 0.02% 740
2025
Q2 		$552K Sell
6,931
-964
-12% -$69.2K ﹤0.01% 2030
2025
Q1 		$543K Buy
7,895
+463
+6% +$35K ﹤0.01% 1931
2024
Q4 		$575K Buy
7,432
+232
+3% +$18.2K ﹤0.01% 1841
2024
Q3 		$535K Sell
7,200
-1,799
-20% -$126K ﹤0.01% 1818
2024
Q2 		$593K Sell
8,999
-1,101
-11% -$71.6K ﹤0.01% 1672
2024
Q1 		$664K Buy
10,100
+1,450
+17% +$90.8K ﹤0.01% 1645
2023
Q4 		$544K Sell
8,650
-2,440
-22% -$139K ﹤0.01% 1704
2023
Q3 		$625K Buy
11,090
+1,990
+22% +$120K ﹤0.01% 1496
2023
Q2 		$548K Buy
9,100
+591
+7% +$34K ﹤0.01% 1579
2023
Q1 		$492K Buy
8,509
+286
+3% +$16.7K ﹤0.01% 1412
2022
Q4 		$455K Sell
8,223
-581
-7% -$33.1K ﹤0.01% 1555
2022
Q3 		$474K Sell
8,804
-37
-0.4% -$2.17K ﹤0.01% 1455
2022
Q2 		$479K Sell
8,841
-6,651
-43% -$397K ﹤0.01% 1432
2022
Q1 		$1.06M Sell
15,492
-2,100
-12% -$141K 0.01% 1054
2021
Q4 		$1.31M Buy
17,592
+8,176
+87% +$613K 0.01% 948
2021
Q3 		$674K Sell
9,416
-413
-4% -$29.5K 0.01% 1213
2021
Q2 		$720K Sell
9,829
-1,921
-16% -$136K 0.01% 1154
2021
Q1 		$819K Sell
11,750
-1,886
-14% -$133K 0.01% 1016
2020
Q4 		$841K Sell
13,636
-1,953
-13% -$106K 0.01% 906
2020
Q3 		$737K Sell
15,589
-2,231
-13% -$102K 0.01% 893
2020
Q2 		$756K Sell
17,820
-318
-2% -$12.1K 0.01% 831
2020
Q1 		$591K Sell
18,138
-35,720
-66% -$1.52M 0.01% 806
2019
Q4 		$2.51M Sell
53,858
-5,921
-10% -$267K 0.04% 423
2019
Q3 		$2.62M Sell
59,779
-5,208
-8% -$237K 0.04% 365
2019
Q2 		$3.02M Buy
64,987
+7,897
+14% +$361K 0.04% 362
2019
Q1 		$2.63M Buy
57,090
+987
+2% +$44.2K 0.04% 373
2018
Q4 		$2.25M Sell
56,103
-16,248
-22% -$729K 0.04% 384
2018
Q3 		$3.79M Buy
72,351
+32,348
+81% +$1.65M 0.06% 280
2018
Q2 		$1.94M Buy
40,003
+18,391
+85% +$853K 0.04% 361
2018
Q1 		$937K Buy
+21,612
New +$938K 0.02% 566
2017
Q4 		– Sell
-15,706
Closed -$647K – 1414
2017
Q3 		$647K Buy
+15,706
New +$610K 0.01% 674

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
NWWA
New Wave Wealth Advisors Springdale, Arkansas $367M AUM 36.16% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
IAS
Integrity Advisory Solutions Dallas, Texas $972M AUM 20.13% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BFC
Bedel Financial Consulting Indianapolis, Indiana $1.06B AUM 38.33% 1-Year Est. Return

MML Investors Services's FYC Position: Q2 2026 in Review

MML Investors Services increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 14% in Q2 2026, buying an estimated $1.41M and bringing the position to 100,218 shares worth $12.8M. The position accounts for 0.03% of the portfolio, ranked #549.

MML Investors Services first reported a position in FYC in Q3 2017 and has held it in 35 quarters since. 107 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • MML Investors Services held 100,218 shares of First Trust Small Cap Growth AlphaDEX Fund worth $12.8M as of Q2 2026.
  • MML Investors Services bought 12,482 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.41M.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.03% of MML Investors Services's portfolio in Q2 2026, its #549 holding.
  • MML Investors Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2017 and has held it in 35 quarters since.
  • 107 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.