Baird Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-25,145
| Closed | -$1.4M | – | 1778 |
|
|
2024
Q3 | $1.4M | Buy |
+25,145
| New | +$1.4M | ﹤0.01% | 1068 |
|
|
2024
Q2 | – | Sell |
-39,152
| Closed | -$2.13M | – | 1785 |
|
|
2024
Q1 | $2.13M | Buy |
39,152
+1,879
| +5% | +$102K | ﹤0.01% | 933 |
|
|
2023
Q4 | $2.03M | Buy |
+37,273
| New | +$2.03M | ﹤0.01% | 931 |
|
|
2021
Q3 | – | Sell |
-46,240
| Closed | -$2.36M | – | 1885 |
|
|
2021
Q2 | $2.36M | Buy |
+46,240
| New | +$2.36M | 0.01% | 850 |
|