Next Financial Group’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-56
| Closed | -$2K | – | 1927 |
|
|
2017
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 1693 |
|
|
2016
Q4 | $2K | Buy |
+56
| New | +$2K | ﹤0.01% | 2157 |
|
|
2014
Q4 | – | Sell |
-1,853
| Closed | -$55K | – | 2047 |
|
|
2014
Q3 | $55K | Buy |
1,853
+630
| +52% | +$18.7K | 0.01% | 893 |
|
|
2014
Q2 | $38K | Buy |
+1,223
| New | +$38K | 0.02% | 418 |
|