HL Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-6,482
| Closed | -$221K | – | 682 |
|
2017
Q1 | $221K | Sell |
6,482
-1,959
| -23% | -$66.8K | ﹤0.01% | 624 |
|
2016
Q4 | $294K | Sell |
8,441
-546
| -6% | -$19K | 0.01% | 558 |
|
2016
Q3 | $277K | Sell |
8,987
-672
| -7% | -$20.7K | 0.01% | 549 |
|
2016
Q2 | $274K | Buy |
9,659
+137
| +1% | +$3.89K | 0.01% | 553 |
|
2016
Q1 | $271K | Buy |
+9,522
| New | +$271K | 0.01% | 543 |
|
2014
Q1 | – | Sell |
-10,877
| Closed | -$347K | – | 653 |
|
2013
Q4 | $347K | Sell |
10,877
-1,532
| -12% | -$48.9K | 0.01% | 471 |
|
2013
Q3 | $357K | Buy |
12,409
+4,215
| +51% | +$121K | 0.01% | 421 |
|
2013
Q2 | $216K | Buy |
+8,194
| New | +$216K | 0.01% | 490 |
|