Steward Partners Investment Advisory’s First Trust Mega Cap AlphaDEX Fund FMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-252
| Closed | -$10K | – | 3061 |
|
|
2020
Q3 | $10K | Hold |
252
| – | – | ﹤0.01% | 2162 |
|
|
2020
Q2 | $9K | Hold |
252
| – | – | ﹤0.01% | 2104 |
|
|
2020
Q1 | $7K | Hold |
252
| – | – | ﹤0.01% | 2003 |
|
|
2019
Q4 | $9K | Hold |
252
| – | – | ﹤0.01% | 2076 |
|
|
2019
Q3 | $9K | Hold |
252
| – | – | ﹤0.01% | 2070 |
|
|
2019
Q2 | $8K | Buy |
+252
| New | +$8K | ﹤0.01% | 2104 |
|
|
2018
Q4 | – | Sell |
-252
| Closed | -$9K | – | 2455 |
|
|
2018
Q3 | $9K | Hold |
252
| – | – | ﹤0.01% | 1939 |
|
|
2018
Q2 | $9K | Hold |
252
| – | – | ﹤0.01% | 1799 |
|
|
2018
Q1 | $8K | Hold |
252
| – | – | ﹤0.01% | 1669 |
|
|
2017
Q4 | $8K | Buy |
+252
| New | +$8K | ﹤0.01% | 1420 |
|