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First Trust Small Cap Cr AlphaDEX shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of First Trust Small Cap Cr AlphaDEX (FYX) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in First Trust Small Cap Cr AlphaDEX

Tip: Access up to 7 years of quarterly data

All positions including First Trust Small Cap Cr AlphaDEX held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Small Cap Cr AlphaDEX by Integrated Wealth Concepts

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.6M	14k	108.98
2025-06-30	$934k	9.6k	97.28
2025-03-31	$862k	9.6k	90.09
2024-12-31	$920k	9.1k	101.06
2024-09-30	$826k	8.3k	99.52

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View all positions for Integrated Wealth Concepts

Top funds holding First Trust Small Cap Cr AlphaDEX

Morgan Stanley

LPL Financial

Wells Fargo & Company

Royal Bank of Canada

UBS Group

Raymond James Financial

Cetera Investment Advisers

Janney Montgomery Scott

Northwestern Mutual Wealth Management Company

Cambridge Investment Research Advisors

Concurrent Investment Advisors

Chicago Partners Investment

Commonwealth Equity Services

Wealth Alliance Advisory Group

Advisor Group Holdings

View all funds holding First Trust Small Cap Cr AlphaDEX

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