Wagner Wealth Management (South Carolina)’s First Trust Small Cap Value AlphaDEX Fund FYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $191K | Sell |
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|
2025
Q3 | $194K | Buy |
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|
2025
Q2 | $174K | Sell |
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|
2025
Q1 | $187K | Buy |
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|
2024
Q4 | $206K | Buy |
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|
2024
Q3 | $203K | Buy |
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|
2024
Q2 | $188K | Sell |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $209K | Sell |
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|
2023
Q3 | $205K | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $554K | Buy |
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|
2021
Q4 | $243K | Buy |
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|
2021
Q3 | $221K | Buy |
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|
2021
Q2 | $208K | Buy |
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|
2021
Q1 | $189K | Buy |
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|
2020
Q4 | $100K | Buy |
|