Belpointe Asset Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $807K | Buy |
|
|||||
|
2025
Q2 | $676K | Buy |
|
|||||
|
2025
Q1 | $665K | Sell |
|
|||||
|
2024
Q4 | $852K | Buy |
|
|||||
|
2024
Q3 | $810K | Sell |
|
|||||
|
2024
Q2 | $841K | Sell |
|
|||||
|
2024
Q1 | $1.19M | Sell |
|
|||||
|
2023
Q4 | $1.33M | Sell |
|
|||||
|
2023
Q3 | $1.23M | Sell |
|
|||||
|
2023
Q2 | $1.73M | Buy |
|
|||||
|
2023
Q1 | $1.7M | Sell |
|
|||||
|
2022
Q4 | $1.72M | Buy |
|
|||||
|
2022
Q3 | $223K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $914K | Buy |
|