Arkadios Wealth Advisors’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 | $354K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $481K | Sell |
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|
2023
Q4 | $647K | Sell |
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|
2023
Q3 | $967K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.33M | Sell |
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|
2022
Q4 | $2.15M | Buy |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.3M | Buy |
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|
2022
Q1 | $1.44M | Buy |
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|
2021
Q4 | $1.44M | Buy |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $460K | Buy |
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|
2021
Q1 | $415K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $193K | Buy |
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|
2020
Q2 | $165K | Buy |
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|
2020
Q1 | $126K | Hold |
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|
2019
Q4 | $197K | Buy |
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