SeaCrest Wealth Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-957
| Closed | -$73K | – | 953 |
|
|
2022
Q2 | $73K | Buy |
+957
| New | +$73K | 0.01% | 969 |
|
|
2020
Q2 | – | Sell |
-10,153
| Closed | -$418K | – | 561 |
|
|
2020
Q1 | $418K | Sell |
10,153
-1,446
| -12% | -$59.5K | 0.09% | 242 |
|
|
2019
Q4 | $753K | Buy |
11,599
+3,050
| +36% | +$198K | 0.13% | 186 |
|
|
2019
Q3 | $514K | Buy |
8,549
+888
| +12% | +$53.4K | 0.1% | 254 |
|
|
2019
Q2 | $471K | Buy |
+7,661
| New | +$471K | 0.1% | 256 |
|