Cypress Wealth Services’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-15,370
| Closed | -$590K | – | 280 |
|
|
2019
Q4 | $590K | Hold |
15,370
| – | – | 0.15% | 119 |
|
|
2019
Q3 | $555K | Buy |
15,370
+170
| +1% | +$6.14K | 0.15% | 125 |
|
|
2019
Q2 | $543K | Buy |
15,200
+600
| +4% | +$21.4K | 0.16% | 125 |
|
|
2019
Q1 | $507K | Hold |
14,600
| – | – | 0.16% | 121 |
|
|
2018
Q4 | $468K | Buy |
+14,600
| New | +$468K | 0.19% | 114 |
|