MSI Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $11K | Hold |
332
| – | – | ﹤0.01% | 2751 |
|
|
2016
Q3 | $11K | Hold |
332
| – | – | ﹤0.01% | 2738 |
|
|
2016
Q2 | $10K | Sell |
332
-600
| -64% | -$18.1K | ﹤0.01% | 2771 |
|
|
2016
Q1 | $28K | Sell |
932
-6,172
| -87% | -$185K | ﹤0.01% | 2113 |
|
|
2015
Q4 | $217K | Buy |
7,104
+6,262
| +744% | +$191K | 0.01% | 903 |
|
|
2015
Q3 | $25K | Buy |
842
+670
| +390% | +$19.9K | ﹤0.01% | 1591 |
|
|
2015
Q2 | $5K | Hold |
172
| – | – | ﹤0.01% | 2430 |
|
|
2015
Q1 | $5K | Hold |
172
| – | – | ﹤0.01% | 2427 |
|
|
2014
Q4 | $5K | Buy |
+172
| New | +$5K | ﹤0.01% | 2117 |
|