Avantax Advisory Services’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $556K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $566K | Sell |
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|
2019
Q4 | $1.16M | Buy |
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|
2019
Q3 | $855K | Buy |
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