Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-55,235
| Closed | -$2.12M | – | 288 |
|
|
2019
Q4 | $2.12M | Sell |
55,235
-19,412
| -26% | -$744K | 0.52% | 46 |
|
|
2019
Q3 | $2.59M | Buy |
74,647
+9,014
| +14% | +$312K | 0.66% | 36 |
|
|
2019
Q2 | $2.27M | Buy |
65,633
+57,184
| +677% | +$1.98M | 0.69% | 36 |
|
|
2019
Q1 | $297K | Sell |
8,449
-1,768
| -17% | -$62.1K | 0.11% | 153 |
|
|
2018
Q4 | $316K | Buy |
+10,217
| New | +$316K | 0.18% | 121 |
|