PWS
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Proactive Wealth Strategies’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$3.5M Sell
69,381
-2,350
-3% -$119K 1.65% 13
2025
Q1
$3.57M Sell
71,731
-2,038
-3% -$101K 1.9% 10
2024
Q4
$4.06M Sell
73,769
-4,350
-6% -$239K 2.11% 8
2024
Q3
$4.34M Buy
+78,119
New +$4.34M 2.41% 7