PAG
Private Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-28,753
| Closed | -$2M | – | 142 |
|
|
2021
Q1 | $2M | Buy |
+28,753
| New | +$2M | 0.57% | 39 |
|
|
2020
Q1 | – | Sell |
-44,070
| Closed | -$2.06M | – | 103 |
|
|
2019
Q4 | $2.06M | Buy |
+44,070
| New | +$2.06M | 0.82% | 43 |
|
|
2019
Q2 | – | Sell |
-21,190
| Closed | -$850K | – | 125 |
|
|
2019
Q1 | $850K | Hold |
21,190
| – | – | 0.48% | 52 |
|
|
2018
Q4 | $850K | Buy |
+21,190
| New | +$850K | 0.48% | 52 |
|