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

Principal Securities’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
2025
Q4 		– Sell
-271
Closed -$24.6K – 2184
2025
Q3 		$24.6K Hold
271
– – ﹤0.01% 2317
2025
Q2 		$21.6K Hold
271
– – ﹤0.01% 2272
2025
Q1 		$21K Hold
271
– – ﹤0.01% 2172
2024
Q4 		$21K Hold
271
– – ﹤0.01% 2168
2024
Q3 		$20.2K Hold
271
– – ﹤0.01% 2122
2024
Q2 		$17.9K Hold
271
– – ﹤0.01% 2115
2024
Q1 		$17.8K Hold
271
– – ﹤0.01% 2059
2023
Q4 		$17.1K Buy
+271
New +$15.4K ﹤0.01% 2007

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return