WealthPLAN Partners’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
2023
Q2
Sell
-349
Closed -$20.2K 1314
2023
Q1
$20.2K Buy
+349
New +$20.2K ﹤0.01% 726
2015
Q2
$27K Sell
860
-878
-51% -$27.6K 0.01% 231
2015
Q1
$55K Buy
+1,738
New +$55K 0.03% 230