Kingsview Wealth Management’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
Q2 | $5.91M | Sell |
|
|||||
|
2025
Q1 | $5.22M | Sell |
|
|||||
|
2024
Q4 | $6.65M | Sell |
|
|||||
|
2024
Q3 | $7.13M | Buy |
|
|||||
|
2024
Q2 | $4.12M | Buy |
|
|||||
|
2024
Q1 | $4.08M | Buy |
|
|||||
|
2023
Q4 | $3.57M | Buy |
|
|||||
|
2023
Q3 | $2.31M | Buy |
|
|||||
|
2023
Q2 | $2.34M | Sell |
|
|||||
|
2023
Q1 | $2.26M | Buy |
|
|||||
|
2022
Q4 | $2.06M | Buy |
|
|||||
|
2022
Q3 | $1.93M | Sell |
|
|||||
|
2022
Q2 | $1.94M | Buy |
|
|||||
|
2022
Q1 | $1.98M | Buy |
|
|||||
|
2021
Q4 | $2.14M | Buy |
|
|||||
|
2021
Q3 | $2.05M | Buy |
|
|||||
|
2021
Q2 | $2.06M | Buy |
|
|||||
|
2021
Q1 | $1.47M | Buy |
|
|||||
|
2020
Q4 | $916K | Buy |
|
|||||
|
2020
Q3 | $360K | Buy |
|
|||||
|
2020
Q2 | $205K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $516K | Sell |
|
|||||
|
2018
Q4 | $481K | Sell |
|
|||||
|
2018
Q3 | $761K | Buy |
|
|||||
|
2018
Q2 | $471K | Sell |
|
|||||
|
2018
Q1 | $2.94M | Sell |
|
|||||
|
2017
Q4 | $3.2M | Buy |
|
|||||
|
2017
Q3 | $1.91M | Buy |
|
|||||
|
2017
Q2 | $1.35M | Buy |
|
|||||
|
2017
Q1 | $1.18M | Buy |
|