PFA
Plotkin Financial Advisors’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Buy |
+2,583
| New | +$206K | 0.11% | 91 |
|
|
2025
Q1 | – | Sell |
-2,583
| Closed | -$200K | – | 94 |
|
|
2024
Q4 | $200K | Buy |
+2,583
| New | +$200K | 0.12% | 88 |
|
|
2022
Q1 | – | Sell |
-72,564
| Closed | -$5.41M | – | 85 |
|
|
2021
Q4 | $5.41M | Sell |
72,564
-6,423
| -8% | -$479K | 3.42% | 13 |
|
|
2021
Q3 | $5.65M | Sell |
78,987
-16,799
| -18% | -$1.2M | 3.36% | 9 |
|
|
2021
Q2 | $7.02M | Sell |
95,786
-319
| -0.3% | -$23.4K | 3.88% | 6 |
|
|
2021
Q1 | $6.7M | Buy |
+96,105
| New | +$6.7M | 4.1% | 6 |
|
|
2020
Q1 | – | Sell |
-13,832
| Closed | -$646K | – | 62 |
|
|
2019
Q4 | $646K | Buy |
+13,832
| New | +$646K | 0.6% | 33 |
|