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Steward Partners Investment Advisory’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

Steward Partners Investment Advisory’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 		$6.23M Buy
48,899
+11,573
+31% +$1.31M 0.03% 484
2026
Q1 		$3.62M Buy
37,326
+16,686
+81% +$1.66M 0.02% 631
2025
Q4 		$1.98M Buy
20,640
+2,541
+14% +$240K 0.01% 786
2025
Q3 		$1.64M Buy
18,099
+2,388
+15% +$201K 0.01% 849
2025
Q2 		$1.25M Sell
15,711
-1,144
-7% -$82.2K 0.01% 893
2025
Q1 		$1.16M Sell
16,855
-4
-0% -$302 0.01% 863
2024
Q4 		$1.31M Sell
16,859
-345
-2% -$27.1K 0.01% 786
2024
Q3 		$1.28M Buy
17,204
+223
+1% +$15.6K 0.01% 772
2024
Q2 		$1.12M Sell
16,981
-638
-4% -$41.5K 0.01% 769
2024
Q1 		$1.16M Sell
17,619
-700
-4% -$43.9K 0.01% 737
2023
Q4 		$1.15M Sell
18,319
-490
-3% -$27.9K 0.02% 678
2023
Q3 		$1.06M Buy
18,809
+20
+0.1% +$1.2K 0.02% 659
2023
Q2 		$1.13M Hold
18,789
– – 0.02% 654
2023
Q1 		$1.09M Buy
18,789
+1
+0% +$59 0.02% 667
2022
Q4 		$1.04M Hold
18,788
– – 0.02% 654
2022
Q3 		$1.01M Sell
18,788
-478
-2% -$28.1K 0.02% 621
2022
Q2 		$1.04M Sell
19,266
-13,648
-41% -$814K 0.02% 620
2022
Q1 		$2.25M Sell
32,914
-18,508
-36% -$1.24M 0.03% 443
2021
Q4 		$3.83M Sell
51,422
-1,353
-3% -$101K 0.06% 321
2021
Q3 		$3.78M Buy
52,775
+553
+1% +$39.6K 0.06% 301
2021
Q2 		$3.83M Buy
52,222
+4,247
+9% +$300K 0.06% 301
2021
Q1 		$3.34M Sell
47,975
-3,515
-7% -$247K 0.06% 320
2020
Q4 		$3.18M Buy
51,490
+28,104
+120% +$1.53M 0.07% 279
2020
Q3 		$1.1M Sell
23,386
-95
-0.4% -$4.34K 0.03% 459
2020
Q2 		$996K Sell
23,481
-3
-0% -$114 0.03% 450
2020
Q1 		$765K Sell
23,484
-167
-0.7% -$7.12K 0.03% 456
2019
Q4 		$1.1M Sell
23,651
-2,492
-10% -$112K 0.03% 433
2019
Q3 		$1.15M Sell
26,143
-1,074
-4% -$48.9K 0.04% 379
2019
Q2 		$1.27M Sell
27,217
-137
-0.5% -$6.27K 0.05% 342
2019
Q1 		$1.26M Sell
27,354
-173
-0.6% -$7.74K 0.05% 319
2018
Q4 		$1.1M Sell
27,527
-2,567
-9% -$115K 0.05% 315
2018
Q3 		$1.57M Sell
30,094
-816
-3% -$41.6K 0.08% 260
2018
Q2 		$1.5M Buy
30,910
+699
+2% +$32.4K 0.09% 231
2018
Q1 		$1.31M Buy
+30,211
New +$1.31M 0.09% 228

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

Steward Partners Investment Advisory's FYC Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 31% in Q2 2026, buying an estimated $1.31M and bringing the position to 48,899 shares worth $6.23M. The position accounts for 0.03% of the portfolio, ranked #484.

Steward Partners Investment Advisory first reported a position in FYC in Q1 2018 and has held it in 34 quarters since. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

  • Steward Partners Investment Advisory held 48,899 shares of First Trust Small Cap Growth AlphaDEX Fund worth $6.23M as of Q2 2026.
  • Steward Partners Investment Advisory bought 11,573 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2026, an estimated $1.31M.
  • First Trust Small Cap Growth AlphaDEX Fund made up 0.03% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #484 holding.
  • Steward Partners Investment Advisory first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q1 2018 and has held it in 34 quarters since.
  • 176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.