HL Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,316
| Closed | -$230K | – | 681 |
|
|
2017
Q1 | $230K | Sell |
6,316
-1,871
| -23% | -$68.1K | ﹤0.01% | 617 |
|
|
2016
Q4 | $283K | Sell |
8,187
-338
| -4% | -$11.7K | 0.01% | 567 |
|
|
2016
Q3 | $288K | Sell |
8,525
-611
| -7% | -$20.6K | 0.01% | 542 |
|
|
2016
Q2 | $286K | Buy |
9,136
+225
| +3% | +$7.04K | 0.01% | 543 |
|
|
2016
Q1 | $269K | Buy |
+8,911
| New | +$269K | 0.01% | 545 |
|