Founders Financial Alliance’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 | – | Sell |
-2,079
| Closed | -$143K | – | 570 |
|
|
2025
Q1 | $143K | Hold |
2,079
| – | – | 0.03% | 364 |
|
|
2024
Q4 | $161K | Buy |
2,079
+4
| +0.2% | +$310 | 0.04% | 296 |
|
|
2024
Q3 | $154K | Buy |
2,075
+10
| +0.5% | +$744 | 0.04% | 304 |
|
|
2024
Q2 | $136K | Hold |
2,065
| – | – | 0.04% | 298 |
|
|
2024
Q1 | $136K | Hold |
2,065
| – | – | 0.04% | 302 |
|
|
2023
Q4 | $130K | Hold |
2,065
| – | – | 0.05% | 274 |
|
|
2023
Q3 | $116K | Hold |
2,065
| – | – | 0.05% | 263 |
|
|
2023
Q2 | $124K | Hold |
2,065
| – | – | 0.05% | 278 |
|
|
2023
Q1 | $117K | Hold |
2,065
| – | – | 0.06% | 244 |
|
|
2022
Q4 | $114K | Hold |
2,065
| – | – | 0.05% | 259 |
|
|
2022
Q3 | $111K | Hold |
2,065
| – | – | 0.06% | 250 |
|
|
2022
Q2 | $112K | Hold |
2,065
| – | – | 0.06% | 254 |
|
|
2022
Q1 | $141K | Hold |
2,065
| – | – | 0.06% | 240 |
|
|
2021
Q4 | $154K | Hold |
2,065
| – | – | 0.06% | 267 |
|
|
2021
Q3 | $148K | Hold |
2,065
| – | – | 0.07% | 248 |
|
|
2021
Q2 | $151K | Hold |
2,065
| – | – | 0.07% | 261 |
|
|
2021
Q1 | $141K | Hold |
2,065
| – | – | 0.07% | 247 |
|
|
2020
Q4 | $127K | Hold |
2,065
| – | – | 0.07% | 228 |
|
|
2020
Q3 | $106K | Buy |
+2,065
| New | +$106K | 0.06% | 251 |
|