American Institute for Advanced Investment Management’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235K | Buy |
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|
2025
Q4 | $217K | Hold |
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|
2025
Q3 | $209K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $344K | Sell |
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|
2024
Q3 | $393K | Sell |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $353K | Sell |
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|
2023
Q3 | $684K | Buy |
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|
2023
Q2 | $475K | Buy |
|