Northwest Wealth Management’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $204K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $244K | Hold |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $251K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $324K | Hold |
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|
2019
Q3 | $293K | Sell |
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|
2019
Q2 | $319K | Hold |
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|
2019
Q1 | $324K | Sell |
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|
2018
Q4 | $708K | Sell |
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|
2018
Q3 | $2.69M | Sell |
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|
2018
Q2 | $3.08M | Sell |
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|
2018
Q1 | $3.89M | Buy |
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|
2017
Q4 | $3.2M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $244K | Buy |
|