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
2025
Q2
Sell
2025
Q1
$214K Sell
2024
Q4
$344K Sell
2024
Q3
$393K Sell
2024
Q2
$367K Sell
2024
Q1
$393K Buy
2023
Q4
$353K Sell
2023
Q3
$684K Buy
2023
Q2
$475K Buy