Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $749K | Buy |
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|
2021
Q3 | $668K | Sell |
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|
2021
Q2 | $892K | Sell |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $598K | Buy |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $141K | Buy |
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|
2019
Q4 | $112K | Buy |
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|
2019
Q3 | $62K | Buy |
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|
2019
Q2 | $2K | Hold |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $29K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $19K | Buy |
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|
2016
Q3 | $11K | Buy |
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