Truist Financial
FYC icon

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

Truist 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 		$1.67M Buy
17,199
+3,585
+26% +$357K ﹤0.01% 1437
2025
Q4 		$1.31M Buy
13,614
+3,764
+38% +$355K ﹤0.01% 1525
2025
Q3 		$893K Buy
9,850
+4,671
+90% +$394K ﹤0.01% 1729
2025
Q2 		$412K Buy
5,179
+1,184
+30% +$85K ﹤0.01% 2043
2025
Q1 		$275K Buy
3,995
+388
+11% +$29.3K ﹤0.01% 2192
2024
Q4 		$279K Buy
3,607
+64
+2% +$5.03K ﹤0.01% 2198
2024
Q3 		$263K Buy
3,543
+302
+9% +$21.2K ﹤0.01% 2213
2024
Q2 		$214K Buy
+3,241
New +$211K ﹤0.01% 2470
2023
Q1 		– Sell
-4,516
Closed -$250K – 2610
2022
Q4 		$250K Sell
4,516
-592
-12% -$33.8K ﹤0.01% 2315
2022
Q3 		$275K Buy
5,108
+610
+14% +$35.9K ﹤0.01% 2132
2022
Q2 		$244K Buy
4,498
+330
+8% +$19.7K ﹤0.01% 2343
2022
Q1 		$285K Sell
4,168
-78,416
-95% -$5.26M ﹤0.01% 2353
2021
Q4 		$6.16M Sell
82,584
-44,680
-35% -$3.35M 0.01% 814
2021
Q3 		$9.11M Sell
127,264
-202,848
-61% -$14.5M 0.02% 673
2021
Q2 		$24.2M Buy
330,112
+23,843
+8% +$1.69M 0.04% 385
2021
Q1 		$21.3M Buy
306,269
+130,278
+74% +$9.17M 0.04% 393
2020
Q4 		$10.9M Sell
175,991
-17,070
-9% -$928K 0.02% 570
2020
Q3 		$9.12M Buy
+193,061
New +$8.82M 0.02% 579

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
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 $374B AUM 17.66% 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

Truist Financial's FYC Position: Q1 2026 in Review

Truist Financial increased its First Trust Small Cap Growth AlphaDEX Fund (FYC) stake by 26% in Q1 2026, buying an estimated $357K and bringing the position to 17,199 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #1437.

Truist Financial first reported a position in FYC in Q3 2020 and has held it in 18 quarters since. The position peaked at $24.2M in Q2 2021. 154 funds tracked by Wall St. Rank hold FYC as of Q1 2026.

  • Truist Financial held 17,199 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.67M as of Q1 2026.
  • Truist Financial bought 3,585 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2026, an estimated $357K.
  • First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1437 holding.
  • Truist Financial first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2020 and has held it in 18 quarters since.
  • Truist Financial's First Trust Small Cap Growth AlphaDEX Fund position peaked at $24.2M in Q2 2021.
  • 154 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.