Founders Financial Alliance’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,831
| Closed | -$141K | – | 571 |
|
|
2025
Q1 | $141K | Hold |
2,831
| – | – | 0.03% | 366 |
|
|
2024
Q4 | $156K | Buy |
2,831
+28
| +1% | +$1.54K | 0.04% | 299 |
|
|
2024
Q3 | $156K | Buy |
2,803
+12
| +0.4% | +$667 | 0.04% | 301 |
|
|
2024
Q2 | $144K | Hold |
2,791
| – | – | 0.04% | 296 |
|
|
2024
Q1 | $152K | Hold |
2,791
| – | – | 0.05% | 291 |
|
|
2023
Q4 | $152K | Hold |
2,791
| – | – | 0.06% | 262 |
|
|
2023
Q3 | $131K | Hold |
2,791
| – | – | 0.06% | 251 |
|
|
2023
Q2 | $129K | Hold |
2,791
| – | – | 0.05% | 274 |
|
|
2023
Q1 | $125K | Hold |
2,791
| – | – | 0.06% | 237 |
|
|
2022
Q4 | $126K | Hold |
2,791
| – | – | 0.06% | 252 |
|
|
2022
Q3 | $113K | Hold |
2,791
| – | – | 0.06% | 248 |
|
|
2022
Q2 | $123K | Hold |
2,791
| – | – | 0.06% | 244 |
|
|
2022
Q1 | $143K | Hold |
2,791
| – | – | 0.06% | 238 |
|
|
2021
Q4 | $148K | Hold |
2,791
| – | – | 0.06% | 272 |
|
|
2021
Q3 | $139K | Hold |
2,791
| – | – | 0.07% | 252 |
|
|
2021
Q2 | $142K | Hold |
2,791
| – | – | 0.06% | 266 |
|
|
2021
Q1 | $148K | Hold |
2,791
| – | – | 0.07% | 244 |
|
|
2020
Q4 | $116K | Hold |
2,791
| – | – | 0.07% | 231 |
|
|
2020
Q3 | $93K | Buy |
+2,791
| New | +$93K | 0.06% | 280 |
|