TCFG 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
$454K Hold
9,009
0.21% 131
2025
Q1
$448K Hold
9,009
0.22% 112
2024
Q4
$496K Hold
9,009
0.25% 100
2024
Q3
$500K Buy
+9,009
New +$500K 0.25% 97