49 Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $242K | Sell |
3,046
-323
| -10% | -$25.7K | 0.03% | 153 |
|
|
2025
Q1 | $232K | Sell |
3,369
-368
| -10% | -$25.3K | 0.03% | 161 |
|
|
2024
Q4 | $289K | Buy |
3,737
+82
| +2% | +$6.35K | 0.04% | 125 |
|
|
2024
Q3 | $272K | Sell |
3,655
-568
| -13% | -$42.2K | 0.04% | 128 |
|
|
2024
Q2 | $277K | Buy |
4,223
+119
| +3% | +$7.81K | 0.05% | 117 |
|
|
2024
Q1 | $268K | Buy |
+4,104
| New | +$268K | 0.06% | 91 |
|