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
2026 Q3	–	Sell	-15	Closed	-$1.91K	–	536
2026 Q2	$1.91K	Buy	+15	New	+$1.69K	﹤0.01%	465
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 $468B AUM 17.69% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

Mount Yale Investment Advisors Denver, Colorado $5.96B AUM 22.06% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Warner Group Madison, Connecticut $457M AUM 34.18% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $7.73B AUM 29.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Integrity Advisory Solutions Dallas, Texas $953M AUM 12.91% 1-Year Est. Return

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

IAG Wealth Partners's FYC Position: Q3 2026 in Review

IAG Wealth Partners sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q3 2026, closing a stake of 15 shares — an estimated $1.91K sold.

IAG Wealth Partners first reported a position in FYC in Q3 2022 and held it in 7 quarters. The position peaked at $2.5M in Q2 2023. 102 funds tracked by Wall St. Rank hold FYC as of Q3 2026.

IAG Wealth Partners reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q3 2026 after selling out during the quarter.
IAG Wealth Partners sold 15 First Trust Small Cap Growth AlphaDEX Fund shares in Q3 2026, an estimated $1.91K.
IAG Wealth Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2022 and held it in 7 quarters.
IAG Wealth Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.5M in Q2 2023.
102 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.