Key Financial Inc’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
Q4 | $75.5K | Hold |
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|
2025
Q3 | $71.4K | Sell |
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|
2025
Q2 | $82.5K | Hold |
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|
2025
Q1 | $71.3K | Hold |
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|
2024
Q4 | $80.3K | Hold |
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|
2024
Q3 | $77.1K | Hold |
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|
2024
Q2 | $68.3K | Hold |
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|
2024
Q1 | $68.1K | Hold |
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|
2023
Q4 | $65.2K | Hold |
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|
2023
Q3 | $58.4K | Hold |
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|
2023
Q2 | $62.4K | Hold |
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|
2023
Q1 | $60K | Hold |
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|
2022
Q4 | $55.9K | Hold |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $58K | Hold |
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|
2021
Q4 | $63K | Hold |
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|
2021
Q3 | $60K | Hold |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $39K | Buy |
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