HFG Advisors’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 | $1.75M | Buy |
21,947
+1,289
| +6% | +$103K | 1.38% | 23 |
|
|
2025
Q1 | $1.42M | Buy |
20,658
+380
| +2% | +$26.1K | 1.21% | 24 |
|
|
2024
Q4 | $1.57M | Sell |
20,278
-474
| -2% | -$36.7K | 1.37% | 22 |
|
|
2024
Q3 | $1.54M | Buy |
20,752
+205
| +1% | +$15.2K | 1.37% | 21 |
|
|
2024
Q2 | $1.35M | Buy |
20,547
+792
| +4% | +$52.2K | 1.26% | 23 |
|
|
2024
Q1 | $1.3M | Buy |
19,755
+1,488
| +8% | +$97.8K | 1.15% | 24 |
|
|
2023
Q4 | $1.15M | Buy |
18,267
+314
| +2% | +$19.8K | 1.11% | 25 |
|
|
2023
Q3 | $1.01M | Buy |
17,953
+101
| +0.6% | +$5.69K | 1.11% | 25 |
|
|
2023
Q2 | $1.07M | Buy |
17,852
+85
| +0.5% | +$5.12K | 1.13% | 26 |
|
|
2023
Q1 | $1.03M | Buy |
17,767
+506
| +3% | +$29.3K | 1.17% | 24 |
|
|
2022
Q4 | $954K | Buy |
17,261
+327
| +2% | +$18.1K | 1.12% | 24 |
|
|
2022
Q3 | $913K | Buy |
16,934
+6,272
| +59% | +$338K | 1.27% | 22 |
|
|
2022
Q2 | $577K | Buy |
10,662
+311
| +3% | +$16.8K | 0.78% | 40 |
|
|
2022
Q1 | $707K | Buy |
10,351
+369
| +4% | +$25.2K | 0.81% | 36 |
|
|
2021
Q4 | $744K | Buy |
+9,982
| New | +$744K | 0.84% | 37 |
|