Key Financial Inc’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 | $82.5K | Hold |
1,037
| – | – | 0.02% | 410 |
|
|
2025
Q1 | $71.3K | Hold |
1,037
| – | – | 0.02% | 419 |
|
|
2024
Q4 | $80.3K | Hold |
1,037
| – | – | 0.02% | 396 |
|
|
2024
Q3 | $77.1K | Hold |
1,037
| – | – | 0.02% | 396 |
|
|
2024
Q2 | $68.3K | Hold |
1,037
| – | – | 0.02% | 409 |
|
|
2024
Q1 | $68.1K | Hold |
1,037
| – | – | 0.02% | 385 |
|
|
2023
Q4 | $65.2K | Hold |
1,037
| – | – | 0.02% | 380 |
|
|
2023
Q3 | $58.4K | Hold |
1,037
| – | – | 0.02% | 379 |
|
|
2023
Q2 | $62.4K | Hold |
1,037
| – | – | 0.02% | 372 |
|
|
2023
Q1 | $60K | Hold |
1,037
| – | – | 0.02% | 366 |
|
|
2022
Q4 | $55.9K | Hold |
1,037
| – | – | 0.03% | 342 |
|
|
2022
Q3 | $56K | Hold |
1,037
| – | – | 0.03% | 347 |
|
|
2022
Q2 | $57K | Buy |
1,037
+193
| +23% | +$10.6K | 0.03% | 334 |
|
|
2022
Q1 | $58K | Hold |
844
| – | – | 0.03% | 340 |
|
|
2021
Q4 | $63K | Hold |
844
| – | – | 0.03% | 315 |
|
|
2021
Q3 | $60K | Hold |
844
| – | – | 0.03% | 317 |
|
|
2021
Q2 | $60K | Hold |
844
| – | – | 0.03% | 329 |
|
|
2021
Q1 | $59K | Hold |
844
| – | – | 0.04% | 255 |
|
|
2020
Q4 | $52K | Buy |
+844
| New | +$52K | 0.04% | 242 |
|
|
2020
Q2 | – | Sell |
-1,185
| Closed | -$39K | – | 297 |
|
|
2020
Q1 | $39K | Buy |
+1,185
| New | +$39K | 0.04% | 242 |
|