Willner & Heller’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $894K | Buy |
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|
2025
Q4 | $780K | Buy |
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|
2025
Q3 | $675K | Buy |
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|
2025
Q2 | $585K | Buy |
|
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|
2025
Q1 | $482K | Sell |
|
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|
2024
Q4 | $580K | Buy |
|
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $518K | Buy |
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|
2024
Q1 | $504K | Sell |
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|
2023
Q4 | $551K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $271K | Buy |
|