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FYC icon

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

NewEdge Advisors’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
Q1 		$68.6K Sell
707
-208
-23% -$20.7K ﹤0.01% 2856
2025
Q4 		$88K Buy
915
+530
+138% +$50K ﹤0.01% 2801
2025
Q3 		$34.9K Sell
385
-3,605
-90% -$304K ﹤0.01% 2942
2025
Q2 		$318K Sell
3,990
-395
-9% -$28.4K ﹤0.01% 1984
2025
Q1 		$302K Sell
4,385
-30
-0.7% -$2.27K ﹤0.01% 1890
2024
Q4 		$342K Buy
4,415
+50
+1% +$3.93K ﹤0.01% 1806
2024
Q3 		$325K Buy
4,365
+1,614
+59% +$113K ﹤0.01% 1757
2024
Q2 		$181K Hold
2,751
– – ﹤0.01% 1948
2024
Q1 		$181K Buy
2,751
+2,531
+1,150% +$159K ﹤0.01% 1875
2023
Q4 		$13.8K Buy
220
+7
+3% +$398 ﹤0.01% 2719
2023
Q3 		$12K Hold
213
– – ﹤0.01% 2520
2023
Q2 		$12.8K Sell
213
-9
-4% -$518 ﹤0.01% 2531
2023
Q1 		$12.8K Sell
222
-1,028
-82% -$60.1K ﹤0.01% 2496
2022
Q4 		$22.3K Buy
+1,250
New +$71.3K ﹤0.01% 2087
2022
Q2 		– Sell
-23,708
Closed -$1.62M – 1591
2022
Q1 		$1.62M Sell
23,708
-3,422
-13% -$230K 0.03% 481
2021
Q4 		$2.02M Buy
27,130
+2,533
+10% +$190K 0.03% 452
2021
Q3 		$1.76M Buy
24,597
+1,351
+6% +$96.6K 0.04% 348
2021
Q2 		$1.7M Sell
23,246
-101
-0.4% -$7.14K 0.05% 350
2021
Q1 		$1.63M Buy
+23,347
New +$1.64M 0.05% 330
2019
Q1 		– Sell
-8,143
Closed -$327 – 683
2018
Q4 		$327 Buy
8,143
+1,036
+15% +$46.5K 0.02% 463
2018
Q3 		$372K Buy
+7,107
New +$362K 0.03% 440
2017
Q3 		– Sell
-75
Closed -$2.89K – 647
2017
Q2 		$2.89K Buy
+75
New +$2.79K ﹤0.01% 1247

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's FYC Position: Q1 2026 in Review

NewEdge Advisors reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 23% in Q1 2026, selling an estimated $20.7K and leaving 707 shares worth $68.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2856.

NewEdge Advisors first reported a position in FYC in Q2 2017 and has held it in 22 quarters since. The position peaked at $2.02M in Q4 2021. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • NewEdge Advisors held 707 shares of First Trust Small Cap Growth AlphaDEX Fund worth $68.6K as of Q1 2026.
  • NewEdge Advisors sold 208 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $20.7K.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2856 holding.
  • NewEdge Advisors first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q2 2017 and has held it in 22 quarters since.
  • NewEdge Advisors's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.02M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.