Independent Wealth Network’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
Q3 | $841K | Buy |
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|
2025
Q2 | $650K | Buy |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $593K | Buy |
|
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|
2024
Q3 | $434K | Buy |
|
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|
2024
Q2 | $367K | Buy |
|
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|
2024
Q1 | $362K | Buy |
|
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|
2023
Q4 | $344K | Sell |
|
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|
2023
Q3 | $388K | Buy |
|
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|
2023
Q2 | $403K | Buy |
|
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|
2023
Q1 | $378K | Buy |
|
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|
2022
Q4 | $354K | Buy |
|
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|
2022
Q3 | $343K | Sell |
|
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|
2022
Q2 | $349K | Buy |
|
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|
2022
Q1 | $428K | Buy |
|
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $432K | Buy |
|