Independent Wealth Network’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
Q2 | $650K | Buy |
8,163
+186
| +2% | +$14.8K | 0.24% | 102 |
|
|
2025
Q1 | $549K | Buy |
7,977
+322
| +4% | +$22.2K | 0.22% | 118 |
|
|
2024
Q4 | $593K | Buy |
7,655
+1,822
| +31% | +$141K | 0.24% | 103 |
|
|
2024
Q3 | $434K | Buy |
5,833
+266
| +5% | +$19.8K | 0.19% | 131 |
|
|
2024
Q2 | $367K | Buy |
5,567
+50
| +0.9% | +$3.3K | 0.17% | 143 |
|
|
2024
Q1 | $362K | Buy |
5,517
+43
| +0.8% | +$2.83K | 0.17% | 145 |
|
|
2023
Q4 | $344K | Sell |
5,474
-1,403
| -20% | -$88.3K | 0.18% | 136 |
|
|
2023
Q3 | $388K | Buy |
6,877
+190
| +3% | +$10.7K | 0.24% | 110 |
|
|
2023
Q2 | $403K | Buy |
6,687
+148
| +2% | +$8.91K | 0.24% | 111 |
|
|
2023
Q1 | $378K | Buy |
6,539
+144
| +2% | +$8.33K | 0.24% | 103 |
|
|
2022
Q4 | $354K | Buy |
6,395
+24
| +0.4% | +$1.33K | 0.24% | 103 |
|
|
2022
Q3 | $343K | Sell |
6,371
-69
| -1% | -$3.72K | 0.27% | 102 |
|
|
2022
Q2 | $349K | Buy |
6,440
+183
| +3% | +$9.92K | 0.25% | 108 |
|
|
2022
Q1 | $428K | Buy |
6,257
+757
| +14% | +$51.8K | 0.27% | 100 |
|
|
2021
Q4 | $410K | Buy |
5,500
+26
| +0.5% | +$1.94K | 0.25% | 111 |
|
|
2021
Q3 | $432K | Buy |
+5,474
| New | +$432K | 0.28% | 105 |
|