IAG Wealth Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

IAG Wealth Partners’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
2024 Q1	–	Sell	-1,059	Closed	-$66.6K	–	453
2023 Q4	$66.6K	Sell	1,059 -39,378	-97%	-$2.24M	0.02%	135
2023 Q3	$2.28M	Sell	40,437 -1,161	-3%	-$69.8K	0.64%	28
2023 Q2	$2.5M	Buy	41,598 +9,733	+31%	+$560K	0.66%	28
2023 Q1	$1.84M	Buy	31,865 +12,391	+64%	+$725K	0.51%	35
2022 Q4	$1.08M	Buy	19,474 +18,794	+2,764%	+$1.07M	0.32%	37
2022 Q3	$37K	Buy	+680	New	+$40K	0.01%	150

Other funds holding FYC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

IAG Wealth Partners's FYC Position: Q1 2024 in Review

IAG Wealth Partners sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q1 2024, closing a stake of 1,059 shares — an estimated $66.6K sold.

IAG Wealth Partners first reported a position in FYC in Q3 2022 and held it in 6 quarters. The position peaked at $2.5M in Q2 2023. 77 funds tracked by Wall St. Rank hold FYC as of Q1 2024.

IAG Wealth Partners reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q1 2024 after selling out during the quarter.
IAG Wealth Partners sold 1,059 First Trust Small Cap Growth AlphaDEX Fund shares in Q1 2024, an estimated $66.6K.
IAG Wealth Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2022 and held it in 6 quarters.
IAG Wealth Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.5M in Q2 2023.
77 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q1 2024.

Based on IAG Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.