LA
LexAurum Advisors’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-47,357
| Closed | -$1.83M | – | 158 |
|
|
2018
Q3 | $1.83M | Buy |
+47,357
| New | +$1.83M | 1.29% | 24 |
|
|
2018
Q2 | – | Sell |
-37,768
| Closed | -$1.34M | – | 151 |
|
|
2018
Q1 | $1.34M | Buy |
37,768
+4,676
| +14% | +$166K | 1.13% | 22 |
|
|
2017
Q4 | $1.27M | Buy |
+33,092
| New | +$1.27M | 1.19% | 19 |
|