CIA
Concurrent Investment Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Sell |
99,235
-959
| -1% | -$76.3K | 0.15% | 143 |
|
|
2025
Q1 | $6.89M | Buy |
100,194
+14,731
| +17% | +$1.01M | 0.17% | 127 |
|
|
2024
Q4 | $6.62M | Buy |
85,463
+6,141
| +8% | +$475K | 0.18% | 115 |
|
|
2024
Q3 | $5.9M | Sell |
79,322
-251
| -0.3% | -$18.7K | 0.17% | 124 |
|
|
2024
Q2 | $5.24M | Buy |
79,573
+808
| +1% | +$53.2K | 0.17% | 129 |
|
|
2024
Q1 | $5.17M | Sell |
78,765
-4,099
| -5% | -$269K | 0.21% | 111 |
|
|
2023
Q4 | $5.21M | Buy |
+82,864
| New | +$5.21M | 0.25% | 90 |
|