Summit Financial’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	-2,967	Closed	-$204K	–	823
2025 Q1	$204K	Buy	2,967 +91	+3%	+$6.26K	0.01%	690
2024 Q4	$223K	Buy	2,876 +59	+2%	+$4.57K	0.01%	602
2024 Q3	$210K	Buy	+2,817	New	+$210K	0.01%	518