Bedel Financial Consulting’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
2026 Q1	$7.48M	Buy	77,173 +2,731	+4%	+$272K	0.84%	19
2025 Q4	$7.16M	Buy	74,442 +812	+1%	+$76.6K	0.77%	18
2025 Q3	$6.68M	Buy	73,630 +2,501	+4%	+$211K	0.85%	17
2025 Q2	$5.66M	Buy	71,129 +25	+0%	+$1.79K	0.77%	17
2025 Q1	$4.95M	Buy	71,104 +17,468	+33%	+$1.32M	0.71%	19
2024 Q4	$4.32M	Buy	53,636 +2,661	+5%	+$209K	0.6%	19
2024 Q3	$3.79M	Buy	50,975 +2,136	+4%	+$150K	0.53%	21
2024 Q2	$3.22M	Buy	48,839 +2,141	+5%	+$139K	0.47%	24
2024 Q1	$3.07M	Buy	46,698 +1,612	+4%	+$101K	0.48%	23
2023 Q4	$2.84M	Sell	45,086 -218	-0.5%	-$12.4K	0.52%	22
2023 Q3	$2.55M	Buy	45,304 +1,525	+3%	+$91.6K	0.52%	23
2023 Q2	$2.64M	Buy	43,779 +403	+0.9%	+$23.2K	0.55%	22
2023 Q1	$2.51M	Buy	43,376 +4,067	+10%	+$238K	0.61%	24
2022 Q4	$2.17M	Buy	39,309 +7,178	+22%	+$409K	0.54%	25
2022 Q3	$1.83M	Buy	32,131 +2,822	+10%	+$166K	0.49%	24
2022 Q2	$1.59M	Buy	+29,309	New	+$1.75M	0.46%	25