Chicago Partners Investment Group’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 | $483K | Buy |
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|
2025
Q2 | $461K | Sell |
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|
2025
Q1 | $441K | Sell |
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|
2024
Q4 | $519K | Buy |
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|
2024
Q3 | $508K | Buy |
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|
2024
Q2 | $535K | Buy |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $380K | Buy |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $386K | Buy |
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|
2022
Q2 | $357K | Sell |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $422K | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $353K | Buy |
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|
2019
Q3 | $324K | Buy |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $338K | Buy |
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|
2018
Q4 | $274K | Buy |
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|
2018
Q3 | $181K | Buy |
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|
2018
Q2 | $85K | Buy |
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|
2018
Q1 | $70K | Buy |
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|
2017
Q4 | $56K | Buy |
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|
2017
Q3 | $29K | Buy |
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