Steward Partners Investment Advisory’s First Trust Small Cap Growth AlphaDEX Fund FYC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.64M | Buy |
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|
2025
Q2 | $1.25M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.16M | Sell |
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|
2023
Q4 | $1.15M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $1.04M | Hold |
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|
2022
Q3 | $1.01M | Sell |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $3.83M | Sell |
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|
2021
Q3 | $3.78M | Buy |
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|
2021
Q2 | $3.83M | Buy |
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|
2021
Q1 | $3.34M | Sell |
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|
2020
Q4 | $3.18M | Buy |
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|
2020
Q3 | $1.1M | Sell |
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|
2020
Q2 | $996K | Sell |
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|
2020
Q1 | $765K | Sell |
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|
2019
Q4 | $1.1M | Sell |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.26M | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.57M | Sell |
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|
2018
Q2 | $1.5M | Buy |
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|
2018
Q1 | $1.31M | Buy |
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