AE Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,995
| Closed | -$220K | – | 1790 |
|
|
2022
Q2 | $220K | Buy |
4,995
+494
| +11% | +$21.8K | ﹤0.01% | 1559 |
|
|
2022
Q1 | $230K | Sell |
4,501
-443
| -9% | -$22.6K | ﹤0.01% | 1530 |
|
|
2021
Q4 | $263K | Buy |
+4,944
| New | +$263K | ﹤0.01% | 1501 |
|
|
2020
Q1 | – | Sell |
-167,788
| Closed | -$6.43M | – | 1167 |
|
|
2019
Q4 | $6.43M | Buy |
+167,788
| New | +$6.43M | 0.14% | 142 |
|