Clear Point Advisors’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 | $625K | Sell |
7,854
-32
| -0.4% | -$2.55K | 0.53% | 55 |
|
|
2025
Q1 | $543K | Sell |
7,886
-558
| -7% | -$38.4K | 0.49% | 59 |
|
|
2024
Q4 | $654K | Buy |
8,444
+14
| +0.2% | +$1.08K | 0.56% | 51 |
|
|
2024
Q3 | $627K | Buy |
8,430
+32
| +0.4% | +$2.38K | 0.48% | 56 |
|
|
2024
Q2 | $553K | Buy |
8,398
+7
| +0.1% | +$461 | 0.45% | 59 |
|
|
2024
Q1 | $551K | Buy |
8,391
+19
| +0.2% | +$1.25K | 0.45% | 60 |
|
|
2023
Q4 | $527K | Buy |
+8,372
| New | +$527K | 0.47% | 58 |
|