Avestar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-6,220
| Closed | -$360K | – | 311 |
|
|
2023
Q1 | $360K | Hold |
6,220
| – | – | 0.06% | 176 |
|
|
2022
Q4 | $344K | Buy |
6,220
+957
| +18% | +$52.9K | 0.06% | 172 |
|
|
2022
Q3 | $284K | Buy |
+5,263
| New | +$284K | 0.07% | 180 |
|
|
2022
Q2 | – | Sell |
-131,288
| Closed | -$8.97M | – | 292 |
|
|
2022
Q1 | $8.97M | Buy |
131,288
+25,592
| +24% | +$1.75M | 1.43% | 12 |
|
|
2021
Q4 | $7.88M | Buy |
+105,696
| New | +$7.88M | 0.96% | 12 |
|