Spire Wealth Management’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9
| Closed | -$640 | – | 2446 |
|
|
2025
Q1 | $640 | Hold |
9
| – | – | ﹤0.01% | 2441 |
|
|
2024
Q4 | $720 | Sell |
9
-99
| -92% | -$7.92K | ﹤0.01% | 2408 |
|
|
2024
Q3 | $8.04K | Buy |
108
+1
| +0.9% | +$74 | ﹤0.01% | 1701 |
|
|
2024
Q2 | $7.08K | Hold |
107
| – | – | ﹤0.01% | 1740 |
|
|
2024
Q1 | $7.06K | Sell |
107
-21
| -16% | -$1.39K | ﹤0.01% | 1826 |
|
|
2023
Q4 | $7.67K | Buy |
128
+1
| +0.8% | +$60 | ﹤0.01% | 1828 |
|
|
2023
Q3 | $7.17K | Hold |
127
| – | – | ﹤0.01% | 1834 |
|
|
2023
Q2 | $7.65K | Sell |
127
-27
| -18% | -$1.63K | ﹤0.01% | 1891 |
|
|
2023
Q1 | $8.92K | Buy |
154
+135
| +711% | +$7.82K | ﹤0.01% | 1889 |
|
|
2022
Q4 | $1K | Hold |
19
| – | – | ﹤0.01% | 2187 |
|
|
2022
Q3 | $1K | Sell |
19
-245
| -93% | -$12.9K | ﹤0.01% | 2079 |
|
|
2022
Q2 | $14K | Sell |
264
-960
| -78% | -$50.9K | ﹤0.01% | 1794 |
|
|
2022
Q1 | $84K | Sell |
1,224
-175
| -13% | -$12K | ﹤0.01% | 1229 |
|
|
2021
Q4 | $104K | Sell |
1,399
-74
| -5% | -$5.5K | ﹤0.01% | 1388 |
|
|
2021
Q3 | $105K | Sell |
1,473
-32,207
| -96% | -$2.3M | ﹤0.01% | 1178 |
|
|
2021
Q2 | $2.47M | Buy |
+33,680
| New | +$2.47M | 0.07% | 254 |
|