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

Prospera Financial 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 		$605K Sell
4,755
-61
-1% -$6.89K 0.01% 962
2026
Q1 		$467K Sell
4,816
-104
-2% -$10.4K 0.01% 1014
2025
Q4 		$473K Sell
4,920
-874
-15% -$82.4K 0.01% 945
2025
Q3 		$526K Buy
5,794
+8
+0.1% +$674 0.01% 915
2025
Q2 		$460K Sell
5,786
-195
-3% -$14K 0.01% 936
2025
Q1 		$411K Buy
5,981
+330
+6% +$24.9K 0.01% 862
2024
Q4 		$438K Sell
5,651
-194
-3% -$15.2K 0.01% 783
2024
Q3 		$435K Buy
5,845
+873
+18% +$61.2K 0.01% 771
2024
Q2 		$328K Sell
4,972
-220
-4% -$14.3K 0.01% 879
2024
Q1 		$341K Buy
5,192
+342
+7% +$21.4K 0.01% 851
2023
Q4 		$305K Buy
+4,850
New +$276K 0.01% 838
2022
Q2 		– Sell
-546
Closed -$37K – 1988
2022
Q1 		$37K Buy
+546
New +$36.6K ﹤0.01% 1497

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

Prospera Financial Services's FYC Position: Q2 2026 in Review

Prospera Financial Services reduced its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 1.3% in Q2 2026, selling an estimated $6.89K and leaving 4,755 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #962.

Prospera Financial Services first reported a position in FYC in Q1 2022 and has held it in 12 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Prospera Financial Services held 4,755 shares of First Trust Small Cap Growth AlphaDEX Fund worth $605K as of Q2 2026.
  • Prospera Financial Services sold 61 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $6.89K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #962 holding.
  • Prospera Financial Services first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2022 and has held it in 12 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.