Raymond James Financial
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Raymond James Financial’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Raymond James Financial’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 		$52.9M Buy
544,962
+106,077
+24% +$10.6M 0.02% 822
2025
Q4 		$42.2M Buy
438,885
+114,644
+35% +$10.8M 0.01% 918
2025
Q3 		$29.4M Buy
324,241
+195,127
+151% +$16.4M 0.01% 1140
2025
Q2 		$10.3M Sell
129,114
-290
-0.2% -$20.8K ﹤0.01% 1844
2025
Q1 		$8.9M Sell
129,404
-5,023
-4% -$379K ﹤0.01% 1901
2024
Q4 		$10.4M Buy
+134,427
New +$10.6M ﹤0.01% 1812

Other funds holding FYC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $424B AUM 22.96% 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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Raymond James Financial's FYC Position: Q1 2026 in Review

Raymond James Financial increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 24% in Q1 2026, buying an estimated $10.6M and bringing the position to 544,962 shares worth $52.9M. The position accounts for 0.02% of the portfolio, ranked #822.

Raymond James Financial first reported a position in FYC in Q4 2024 and has held it in 6 quarters since. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • Raymond James Financial held 544,962 shares of First Trust Small Cap Growth AlphaDEX Fund worth $52.9M as of Q1 2026.
  • Raymond James Financial bought 106,077 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $10.6M.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.02% of Raymond James Financial's portfolio in Q1 2026, its #822 holding.
  • Raymond James Financial first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
  • 154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.