Wagner Wealth Management (South Carolina)’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
Q4 | $261K | Sell |
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|
2025
Q3 | $248K | Buy |
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|
2025
Q2 | $218K | Sell |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | $232K | Buy |
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|
2024
Q3 | $222K | Buy |
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|
2024
Q2 | $195K | Sell |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $184K | Sell |
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|
2023
Q3 | $186K | Sell |
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|
2023
Q2 | $205K | Buy |
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|
2023
Q1 | $196K | Buy |
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|
2022
Q4 | $187K | Sell |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $238K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $224K | Buy |
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|
2021
Q1 | $195K | Buy |
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|
2020
Q4 | $111K | Buy |
|