Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $14.9M | Buy |
273,559
+996
| +0.4% | +$54.2K | 0.41% | 41 |
|
|
2023
Q3 | $12.8M | Buy |
272,563
+3,410
| +1% | +$160K | 0.41% | 43 |
|
|
2023
Q2 | $12.4M | Buy |
269,153
+51,891
| +24% | +$2.39M | 0.34% | 55 |
|
|
2023
Q1 | $9.93M | Buy |
+217,262
| New | +$9.93M | 0.26% | 76 |
|
|
2022
Q4 | – | Sell |
-6,042
| Closed | -$245K | – | 690 |
|
|
2022
Q3 | $245K | Buy |
+6,042
| New | +$245K | 0.04% | 529 |
|
|
2020
Q1 | – | Sell |
-166,966
| Closed | -$6.4M | – | 793 |
|
|
2019
Q4 | $6.4M | Buy |
+166,966
| New | +$6.4M | 0.19% | 97 |
|