Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89K | Hold |
77
| – | – | ﹤0.01% | 2021 |
|
|
2025
Q1 | $3.84K | Hold |
77
| – | – | ﹤0.01% | 2128 |
|
|
2024
Q4 | $4.24K | Hold |
77
| – | – | ﹤0.01% | 2087 |
|
|
2024
Q3 | $4.29K | Hold |
77
| – | – | ﹤0.01% | 1851 |
|
|
2024
Q2 | $3.99K | Hold |
77
| – | – | ﹤0.01% | 1885 |
|
|
2024
Q1 | $4.19K | Hold |
77
| – | – | ﹤0.01% | 1972 |
|
|
2023
Q4 | $4.02K | Hold |
77
| – | – | ﹤0.01% | 2012 |
|
|
2023
Q3 | $3.62K | Hold |
77
| – | – | ﹤0.01% | 2012 |
|
|
2023
Q2 | $3.56K | Hold |
77
| – | – | ﹤0.01% | 2082 |
|
|
2023
Q1 | $3.53K | Sell |
77
-1,364
| -95% | -$62.4K | ﹤0.01% | 2119 |
|
|
2022
Q4 | $65K | Buy |
1,441
+695
| +93% | +$31.4K | ﹤0.01% | 896 |
|
|
2022
Q3 | $30K | Sell |
746
-1,702
| -70% | -$68.4K | ﹤0.01% | 1150 |
|
|
2022
Q2 | $108K | Sell |
2,448
-12,481
| -84% | -$551K | ﹤0.01% | 1007 |
|
|
2022
Q1 | $763K | Sell |
14,929
-688
| -4% | -$35.2K | 0.02% | 455 |
|
|
2021
Q4 | $829K | Buy |
15,617
+1,095
| +8% | +$58.1K | 0.02% | 528 |
|
|
2021
Q3 | $725K | Buy |
14,522
+4,202
| +41% | +$210K | 0.02% | 489 |
|
|
2021
Q2 | $525K | Buy |
+10,320
| New | +$525K | 0.01% | 595 |
|