GWP
Gateway Wealth Partners’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
8,061
-1,355
| -14% | -$108K | 0.12% | 175 |
|
|
2025
Q1 | $648K | Sell |
9,416
-120
| -1% | -$8.26K | 0.15% | 151 |
|
|
2024
Q4 | $738K | Buy |
9,536
+433
| +5% | +$33.5K | 0.19% | 119 |
|
|
2024
Q3 | $677K | Buy |
9,103
+207
| +2% | +$15.4K | 0.19% | 117 |
|
|
2024
Q2 | $586K | Buy |
+8,896
| New | +$586K | 0.18% | 135 |
|