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

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

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

RJFSA

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

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

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

RJA

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

IFG Advisory's FYC Position: Q2 2022 in Review

IFG Advisory sold out of First Trust Small Cap Growth AlphaDEX Fund (FYC) in Q2 2022, closing a stake of 4,263 shares — an estimated $291K sold.

IFG Advisory first reported a position in FYC in Q3 2019 and held it in 10 quarters. The position peaked at $357K in Q4 2021. 70 funds tracked by Wall St. Rank hold FYC as of Q2 2022.

IFG Advisory reported no remaining First Trust Small Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
IFG Advisory sold 4,263 First Trust Small Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $291K.
IFG Advisory first reported a position in First Trust Small Cap Growth AlphaDEX Fund in Q3 2019 and held it in 10 quarters.
IFG Advisory's First Trust Small Cap Growth AlphaDEX Fund position peaked at $357K in Q4 2021.
70 funds tracked by Wall St. Rank held First Trust Small Cap Growth AlphaDEX Fund as of Q2 2022.

Based on IFG Advisory's 13F filing for Q2 2022, filed 4 Aug 2022.