Baird Financial Group’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 | $201K | Sell |
2,532
-1,292
| -34% | -$103K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $263K | Sell |
3,824
-1,973
| -34% | -$136K | ﹤0.01% | 1609 |
|
|
2024
Q4 | $449K | Buy |
5,797
+1,247
| +27% | +$96.6K | ﹤0.01% | 1420 |
|
|
2024
Q3 | $338K | Hold |
4,550
| – | – | ﹤0.01% | 1508 |
|
|
2024
Q2 | $300K | Sell |
4,550
-145
| -3% | -$9.55K | ﹤0.01% | 1561 |
|
|
2024
Q1 | $308K | Buy |
4,695
+1,295
| +38% | +$85.1K | ﹤0.01% | 1543 |
|
|
2023
Q4 | $214K | Buy |
+3,400
| New | +$214K | ﹤0.01% | 1624 |
|
|
2021
Q2 | – | Sell |
-33,617
| Closed | -$2.34M | – | 1752 |
|
|
2021
Q1 | $2.34M | Buy |
+33,617
| New | +$2.34M | 0.01% | 824 |
|