Avantax Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
12,519
-1,754
| -12% | -$88.5K | ﹤0.01% | 1452 |
|
|
2025
Q1 | $710K | Sell |
14,273
-354
| -2% | -$17.6K | ﹤0.01% | 1296 |
|
|
2024
Q4 | $805K | Buy |
14,627
+339
| +2% | +$18.6K | 0.01% | 1148 |
|
|
2024
Q3 | $794K | Sell |
14,288
-59
| -0.4% | -$3.28K | 0.01% | 1146 |
|
|
2024
Q2 | $742K | Buy |
14,347
+4,387
| +44% | +$227K | 0.01% | 1137 |
|
|
2024
Q1 | $541K | Buy |
9,960
+3,785
| +61% | +$206K | ﹤0.01% | 996 |
|
|
2023
Q4 | $336K | Buy |
+6,175
| New | +$336K | ﹤0.01% | 1182 |
|