Cornerstone Wealth Management’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 | – | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $320K | Hold |
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|
2024
Q3 | $323K | Hold |
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|
2024
Q2 | $301K | Hold |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $316K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $739K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.72M | Buy |
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|
2018
Q2 | $928K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $586K | Sell |
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|
2016
Q4 | $632K | Sell |
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|
2016
Q3 | $565K | Buy |
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