Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $299K | Hold |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $370K | Sell |
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|
2022
Q4 | $655K | Buy |
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|
2022
Q3 | $407K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $275K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $234K | Buy |
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|
2018
Q4 | $170K | Buy |
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|
2018
Q3 | $138K | Buy |
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