Capital Analysts LLC’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Hold |
590
| – | – | ﹤0.01% | 821 |
|
|
2025
Q1 | $41K | Buy |
+590
| New | +$41K | ﹤0.01% | 835 |
|
|
2023
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1144 |
|
|
2023
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1099 |
|
|
2023
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 941 |
|
|
2023
Q1 | $1K | Sell |
25
-35
| -58% | -$1.4K | ﹤0.01% | 942 |
|
|
2022
Q4 | $3K | Sell |
60
-367
| -86% | -$18.4K | ﹤0.01% | 955 |
|
|
2022
Q3 | $23K | Buy |
427
+47
| +12% | +$2.53K | ﹤0.01% | 698 |
|
|
2022
Q2 | $21K | Hold |
380
| – | – | ﹤0.01% | 702 |
|
|
2022
Q1 | $26K | Buy |
+380
| New | +$26K | ﹤0.01% | 645 |
|