BFC
Bedel Financial Consulting’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.66M | Buy |
71,129
+25
| +0% | +$1.99K | 0.77% | 17 |
|
|
2025
Q1 | $4.95M | Buy |
71,104
+17,468
| +33% | +$1.22M | 0.71% | 19 |
|
|
2024
Q4 | $4.32M | Buy |
53,636
+2,661
| +5% | +$214K | 0.6% | 19 |
|
|
2024
Q3 | $3.79M | Buy |
50,975
+2,136
| +4% | +$159K | 0.53% | 21 |
|
|
2024
Q2 | $3.22M | Buy |
48,839
+2,141
| +5% | +$141K | 0.47% | 24 |
|
|
2024
Q1 | $3.07M | Buy |
46,698
+1,612
| +4% | +$106K | 0.48% | 23 |
|
|
2023
Q4 | $2.84M | Sell |
45,086
-218
| -0.5% | -$13.7K | 0.52% | 22 |
|
|
2023
Q3 | $2.55M | Buy |
45,304
+1,525
| +3% | +$85.9K | 0.52% | 23 |
|
|
2023
Q2 | $2.64M | Buy |
43,779
+403
| +0.9% | +$24.3K | 0.55% | 22 |
|
|
2023
Q1 | $2.51M | Buy |
43,376
+4,067
| +10% | +$235K | 0.61% | 24 |
|
|
2022
Q4 | $2.17M | Buy |
39,309
+7,178
| +22% | +$397K | 0.54% | 25 |
|
|
2022
Q3 | $1.84M | Buy |
32,131
+2,822
| +10% | +$161K | 0.49% | 24 |
|
|
2022
Q2 | $1.59M | Buy |
+29,309
| New | +$1.59M | 0.46% | 25 |
|