Wealth Effects’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
Q1 | – | Sell |
-3,907
| Closed | -$303K | – | 207 |
|
|
2024
Q4 | $303K | Buy |
3,907
+425
| +12% | +$32.9K | 0.11% | 151 |
|
|
2024
Q3 | $259K | Buy |
3,482
+425
| +14% | +$31.6K | 0.09% | 170 |
|
|
2024
Q2 | $201K | Sell |
3,057
-215
| -7% | -$14.2K | 0.07% | 189 |
|
|
2024
Q1 | $215K | Sell |
3,272
-30
| -0.9% | -$1.97K | 0.08% | 191 |
|
|
2023
Q4 | $208K | Buy |
+3,302
| New | +$208K | 0.08% | 202 |
|
|
2022
Q3 | – | Sell |
-4,163
| Closed | -$225K | – | 189 |
|
|
2022
Q2 | $225K | Buy |
4,163
+8
| +0.2% | +$432 | 0.14% | 156 |
|
|
2022
Q1 | $284K | Hold |
4,155
| – | – | 0.13% | 143 |
|
|
2021
Q4 | $310K | Buy |
+4,155
| New | +$310K | 0.13% | 145 |
|