Capital Analysts LLC’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
Q2 | $99K | Hold |
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|
2025
Q1 | $98K | Buy |
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|
2024
Q4 | $78K | Hold |
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|
2024
Q3 | $78K | Sell |
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|
2024
Q2 | $88K | Hold |
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|
2024
Q1 | $92K | Hold |
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|
2023
Q4 | $92K | Hold |
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|
2023
Q3 | $80K | Sell |
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|
2023
Q2 | $114K | Sell |
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|
2023
Q1 | $121K | Hold |
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|
2022
Q4 | $119K | Sell |
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|
2022
Q3 | $114K | Buy |
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|
2022
Q2 | $100K | Hold |
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|
2022
Q1 | $116K | Buy |
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