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Stephens Inc’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Stephens Inc’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 		$573K Buy
4,497
+551
+14% +$62.2K 0.01% 841
2026
Q1 		$383K Buy
3,946
+605
+18% +$60.3K ﹤0.01% 950
2025
Q4 		$321K Buy
3,341
+762
+30% +$71.9K ﹤0.01% 1012
2025
Q3 		$234K Buy
+2,579
New +$217K ﹤0.01% 1151

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

Stephens Inc's FYC Position: Q2 2026 in Review

Stephens Inc increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 14% in Q2 2026, buying an estimated $62.2K and bringing the position to 4,497 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #841.

Stephens Inc first reported a position in FYC in Q3 2025 and has held it in 4 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Stephens Inc held 4,497 shares of First Trust Small Cap Growth AlphaDEX Fund worth $573K as of Q2 2026.
  • Stephens Inc bought 551 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $62.2K.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.01% of Stephens Inc's portfolio in Q2 2026, its #841 holding.
  • Stephens Inc first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2025 and has held it in 4 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.