Moneywise 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 | $2.08M | Sell |
26,188
-3,033
| -10% | -$241K | 0.98% | 29 |
|
|
2025
Q1 | $2.01M | Sell |
29,221
-2,340
| -7% | -$161K | 1.06% | 23 |
|
|
2024
Q4 | $2.44M | Sell |
31,561
-7,033
| -18% | -$545K | 1.23% | 20 |
|
|
2024
Q3 | $2.87M | Sell |
38,594
-3,279
| -8% | -$244K | 1.41% | 18 |
|
|
2024
Q2 | $2.76M | Sell |
41,873
-3,916
| -9% | -$258K | 1.46% | 20 |
|
|
2024
Q1 | $3.01M | Sell |
45,789
-5,169
| -10% | -$340K | 1.64% | 18 |
|
|
2023
Q4 | $3.21M | Sell |
50,958
-4,832
| -9% | -$304K | 1.84% | 12 |
|
|
2023
Q3 | $3.14M | Sell |
55,790
-999
| -2% | -$56.3K | 1.97% | 12 |
|
|
2023
Q2 | $3.42M | Sell |
56,789
-1,973
| -3% | -$119K | 2.12% | 11 |
|
|
2023
Q1 | $3.4M | Buy |
58,762
+1,139
| +2% | +$65.9K | 2.2% | 11 |
|
|
2022
Q4 | $3.19M | Sell |
57,623
-1,651
| -3% | -$91.3K | 2.38% | 10 |
|
|
2022
Q3 | $3.19M | Sell |
59,274
-299
| -0.5% | -$16.1K | 2.61% | 10 |
|
|
2022
Q2 | $3.23M | Sell |
59,573
-733
| -1% | -$39.7K | 2.51% | 11 |
|
|
2022
Q1 | $4.12M | Sell |
60,306
-2,263
| -4% | -$155K | 2.71% | 10 |
|
|
2021
Q4 | $4.67M | Sell |
62,569
-7,224
| -10% | -$539K | 3% | 8 |
|
|
2021
Q3 | $5M | Sell |
69,793
-6,770
| -9% | -$485K | 3.26% | 8 |
|
|
2021
Q2 | $5.61M | Sell |
76,563
-4,709
| -6% | -$345K | 3.83% | 7 |
|
|
2021
Q1 | $5.66M | Sell |
81,272
-412
| -0.5% | -$28.7K | 3.82% | 7 |
|
|
2020
Q4 | $5.04M | Buy |
81,684
+10,001
| +14% | +$617K | 3.6% | 7 |
|
|
2020
Q3 | $3.39M | Buy |
71,683
+11,644
| +19% | +$550K | 2.69% | 10 |
|
|
2020
Q2 | $2.55M | Buy |
60,039
+49,762
| +484% | +$2.11M | 2.04% | 17 |
|
|
2020
Q1 | $335K | Buy |
+10,277
| New | +$335K | 0.29% | 32 |
|