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FYCFYC
9 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND

Integrated Wealth Concepts LLC holds 90,435 shares of FYC (FIRST TRUST SMALL CAP GROWTH ALPHADEX FUND), worth $11.5M as of 2026-Q2. The position was increased (+82.7% shares). FYC represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$11.5M

Current Shares

90,435

Total Value Change

+$11M

Total Shares Change

+78,700

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
90,435
+82.7%
$11.5M0.1%$127.34
43
2026-Q1
Increased
49,509
+3.7%
$4.8M0.0%$99.65
28
2025-Q4
Decreased
47,736
-0.0%
$4.6M0.1%$96.79
0
2025-Q3
New
47,741
-
$4.3M0.0%$90.80
37
2020-Q1
Exited
0
-100.0%
$00.0%$32.03
0
2019-Q4
Decreased
10,328
-1.9%
$482,0000.0%$45.51
0
2019-Q3
Decreased
10,527
-10.0%
$462,0000.1%$42.66
0
2019-Q2
Decreased
11,696
-0.3%
$544,0000.1%$45.34
0
2019-Q1
New
11,735
-
$542,0000.1%$44.96
34

Other major holders of FYC: Steward Partners Investment Advisory, LLC, LPL Financial LLC, RAYMOND JAMES FINANCIAL INC

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