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 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 $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

IAG Wealth Partners's FYC Position: Q2 2026 in Review

IAG Wealth Partners opened a new position in First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2026: 15 shares worth $1.91K. The stake represents ﹤0.01% of the portfolio and ranks #465 among its holdings. This is a return to the name: IAG Wealth Partners previously reported a position in FYC as recently as Q4 2023.

IAG Wealth Partners first reported a position in FYC in Q3 2022 and has held it in 7 quarters since. The position peaked at $2.5M in Q2 2023. 176 funds tracked by Wall St. Rank hold FYC as of Q2 2026.

IAG Wealth Partners held 15 shares of First Trust Small Cap Growth AlphaDEX Fund worth $1.91K as of Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund was a new IAG Wealth Partners position in Q2 2026.
First Trust Small Cap Growth AlphaDEX Fund made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #465 holding.
IAG Wealth Partners first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2022 and has held it in 7 quarters since.
IAG Wealth Partners's First Trust Small Cap Growth AlphaDEX Fund position peaked at $2.5M in Q2 2023.
176 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.