IFG Advisory’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History

IFG Advisory’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
2022 Q2	–	Sell	-4,263	Closed	-$291K	–	485
2022 Q1	$291K	Sell	4,263 -534	-11%	-$35.8K	0.03%	410
2021 Q4	$357K	Hold	4,797	–	–	0.03%	373
2021 Q3	$343K	Sell	4,797 -16	-0.3%	-$1.14K	0.04%	369
2021 Q2	$352K	Buy	4,813 +323	+7%	+$22.8K	0.04%	361
2021 Q1	$312K	Sell	4,490 -197	-4%	-$13.9K	0.04%	388
2020 Q4	$289K	Sell	4,687 -376	-7%	-$20.4K	0.04%	355
2020 Q3	$239K	Buy	5,063 +175	+4%	+$7.99K	0.04%	362
2020 Q2	$207K	Buy	+4,888	New	+$186K	0.04%	371
2020 Q1	–	Sell	-6,960	Closed	-$324K	–	381
2019 Q4	$324K	Sell	6,960 -45	-0.6%	-$2.03K	0.06%	300
2019 Q3	$307K	Buy	+7,005	New	+$319K	0.06%	299

Other funds holding FYC

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

Bank of America

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Royal Bank of Canada

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return