Pursue Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,000
| Closed | -$675K | – | 101 |
|
|
2022
Q4 | $675K | Hold |
15,000
| – | – | 0.52% | 55 |
|
|
2022
Q3 | $608K | Hold |
15,000
| – | – | 0.44% | 53 |
|
|
2022
Q2 | $660K | Hold |
15,000
| – | – | 0.42% | 56 |
|
|
2022
Q1 | $740K | Hold |
15,000
| – | – | 0.31% | 66 |
|
|
2021
Q4 | $796K | Buy |
+15,000
| New | +$796K | 0.31% | 68 |
|