GWP
Gateway Wealth Partners’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Sell |
11,107
-987
| -8% | -$49.8K | 0.11% | 183 |
|
|
2025
Q1 | $601K | Buy |
12,094
+391
| +3% | +$19.4K | 0.14% | 157 |
|
|
2024
Q4 | $644K | Buy |
11,703
+446
| +4% | +$24.5K | 0.17% | 136 |
|
|
2024
Q3 | $625K | Sell |
11,257
-609
| -5% | -$33.8K | 0.17% | 130 |
|
|
2024
Q2 | $614K | Buy |
+11,866
| New | +$614K | 0.19% | 130 |
|