IHT Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $364K | Hold |
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|
2024
Q3 | $350K | Hold |
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|
2024
Q2 | $310K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $296K | Sell |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $326K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $300K | Sell |
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|
2022
Q3 | $300K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $223K | Buy |
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|
2018
Q1 | $5K | Buy |
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