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FYCFYC
13 quarters

Position history for Baird Financial Group, Inc.Baird Financial Group, Inc.'s holdings in FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND

Baird Financial Group, Inc. holds 124,071 shares of FYC (FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND), worth $15.8M as of 2026-Q2. The position was increased (+70.2% shares). FYC represents 0.0% of Baird Financial Group, Inc.'s portfolio.

Current Value

$15.8M

Current Shares

124,071

Total Value Change

+$13.5M

Total Shares Change

+90,454

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
124,071
+70.2%
$15.8M0.0%$127.34
42
2026-Q1
Increased
72,917
+301.5%
$7.1M0.0%$99.65
44
2025-Q4
Increased
18,162
+334.6%
$1.7M0.0%$96.79
42
2025-Q3
Increased
4,179
+65.0%
$379,0910.0%$90.80
35
2025-Q2
Decreased
2,532
-33.8%
$201,4970.0%$78.97
0
2025-Q1
Decreased
3,824
-34.0%
$263,0910.0%$69.40
0
2024-Q4
Increased
5,797
+27.4%
$448,8620.0%$77.34
30
2024-Q3
Unchanged
4,550
0.0%
$338,3830.0%$73.82
0
2024-Q2
Decreased
4,550
-3.1%
$299,8000.0%$65.41
0
2024-Q1
Increased
4,695
+38.1%
$308,4380.0%$65.14
31
2023-Q4
New
3,400
-
$213,9280.0%$62.39
32
2021-Q2
Exited
0
-100.0%
$00.0%$71.89
0
2021-Q1
New
33,617
-
$2.3M0.0%$67.01
36

Other major holders of FYC: Steward Partners Investment Advisory, LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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