Jones Financial Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Buy |
6,095
+2,063
| +51% | +$104K | ﹤0.01% | 1479 |
|
|
2025
Q1 | $200K | Buy |
4,032
+1,318
| +49% | +$65.4K | ﹤0.01% | 1493 |
|
|
2024
Q4 | $149K | Buy |
2,714
+1,116
| +70% | +$61.4K | ﹤0.01% | 1478 |
|
|
2024
Q3 | $88.3K | Buy |
1,598
+1,513
| +1,780% | +$83.6K | ﹤0.01% | 1449 |
|
|
2024
Q2 | $4.4K | Hold |
85
| – | – | ﹤0.01% | 1966 |
|
|
2024
Q1 | $4.62K | Buy |
+85
| New | +$4.62K | ﹤0.01% | 1179 |
|