Financial Advocates Investment Management’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 | $280K | Sell |
3,523
-445
| -11% | -$35.4K | 0.02% | 510 |
|
|
2025
Q1 | $273K | Buy |
3,968
+416
| +12% | +$28.6K | 0.02% | 580 |
|
|
2024
Q4 | $275K | Sell |
3,552
-49
| -1% | -$3.79K | 0.02% | 618 |
|
|
2024
Q3 | $268K | Sell |
3,601
-16
| -0.4% | -$1.19K | 0.02% | 635 |
|
|
2024
Q2 | $238K | Sell |
3,617
-181
| -5% | -$11.9K | 0.01% | 629 |
|
|
2024
Q1 | $250K | Sell |
3,798
-100
| -3% | -$6.57K | 0.01% | 655 |
|
|
2023
Q4 | $245K | Sell |
3,898
-107
| -3% | -$6.73K | 0.02% | 633 |
|
|
2023
Q3 | $226K | Sell |
4,005
-302
| -7% | -$17K | 0.02% | 612 |
|
|
2023
Q2 | $259K | Sell |
4,307
-98
| -2% | -$5.9K | 0.02% | 558 |
|
|
2023
Q1 | $255K | Sell |
4,405
-773
| -15% | -$44.7K | 0.02% | 598 |
|
|
2022
Q4 | $286K | Sell |
5,178
-31
| -0.6% | -$1.71K | 0.02% | 568 |
|
|
2022
Q3 | $281K | Buy |
5,209
+83
| +2% | +$4.48K | 0.02% | 561 |
|
|
2022
Q2 | $278K | Sell |
5,126
-159
| -3% | -$8.62K | 0.02% | 529 |
|
|
2022
Q1 | $361K | Sell |
5,285
-74
| -1% | -$5.06K | 0.02% | 525 |
|
|
2021
Q4 | $400K | Sell |
5,359
-8
| -0.1% | -$597 | 0.03% | 540 |
|
|
2021
Q3 | $384K | Buy |
5,367
+194
| +4% | +$13.9K | 0.03% | 546 |
|
|
2021
Q2 | $379K | Buy |
+5,173
| New | +$379K | 0.03% | 536 |
|
|
2020
Q3 | – | Sell |
-44,325
| Closed | -$1.88M | – | 636 |
|
|
2020
Q2 | $1.88M | Buy |
44,325
+590
| +1% | +$25K | 0.18% | 130 |
|
|
2020
Q1 | $1.43M | Buy |
+43,735
| New | +$1.43M | 0.2% | 135 |
|