ARS Wealth Advisors Group’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
Q3 | $1.36M | Sell |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.3M | Sell |
|
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|
2024
Q3 | $1.39M | Buy |
|
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.3M | Sell |
|
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.21M | Buy |
|
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $2.01M | Sell |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $4.68M | Buy |
|