Kestra Private Wealth Services’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 | $267K | Sell |
3,349
-425
| -11% | -$33.8K | ﹤0.01% | 1344 |
|
|
2025
Q1 | $260K | Hold |
3,774
| – | – | ﹤0.01% | 1264 |
|
|
2024
Q4 | $292K | Buy |
3,774
+189
| +5% | +$14.6K | 0.01% | 1140 |
|
|
2024
Q3 | $267K | Buy |
+3,585
| New | +$267K | ﹤0.01% | 1133 |
|
|
2021
Q4 | – | Sell |
-30,798
| Closed | -$2.21M | – | 1004 |
|
|
2021
Q3 | $2.21M | Buy |
+30,798
| New | +$2.21M | 0.12% | 182 |
|