Newbridge Financial Services Group’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Newbridge Financial Services Group’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	$2.55K	Buy	+20	New	+$2.26K	﹤0.01%	1050
2022 Q4	–	Sell	-1,000	Closed	-$54K	–	1473
2022 Q3	$54K	Hold	1,000	–	–	0.03%	433
2022 Q2	$54K	Hold	1,000	–	–	0.03%	393
2022 Q1	$68K	Buy	+1,000	New	+$67.1K	0.03%	397

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

Newbridge Financial Services Group's FYC Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 20 shares worth $2.55K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in FYC as recently as Q3 2022.

Newbridge Financial Services Group first reported a position in FYC in Q1 2022 and has held it in 4 quarters since. The position peaked at $68K in Q1 2022. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

Newbridge Financial Services Group held 20 shares of First Trust Small Cap Growth AlphaDEX Fund worth $2.55K as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new Newbridge Financial Services Group position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #1050 holding.
Newbridge Financial Services Group first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 4 quarters since.
Newbridge Financial Services Group's First Trust Small Cap Growth AlphaDEX Fund position peaked at $68K in Q1 2022.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.