Independent Advisor Alliance’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
Q1 | – | Sell |
-80,454
| Closed | -$6.23M | – | 1018 |
|
|
2024
Q4 | $6.23M | Buy |
+80,454
| New | +$6.23M | 0.08% | 231 |
|
|
2020
Q1 | – | Sell |
-4,955
| Closed | -$231K | – | 557 |
|
|
2019
Q4 | $231K | Buy |
+4,955
| New | +$231K | 0.01% | 769 |
|
|
2017
Q2 | – | Sell |
-16,475
| Closed | -$584K | – | 291 |
|
|
2017
Q1 | $584K | Buy |
+16,475
| New | +$584K | 0.09% | 216 |
|