Atria Investments’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,006
| Closed | -$203K | – | 1940 |
|
|
2024
Q4 | $203K | Buy |
+2,006
| New | +$203K | ﹤0.01% | 1783 |
|
|
2017
Q1 | – | Sell |
-9,643
| Closed | -$519K | – | 687 |
|
|
2016
Q4 | $519K | Sell |
9,643
-585
| -6% | -$31.5K | 0.04% | 332 |
|
|
2016
Q3 | $509K | Sell |
10,228
-514
| -5% | -$25.6K | 0.05% | 309 |
|
|
2016
Q2 | $500K | Buy |
10,742
+64
| +0.6% | +$2.98K | 0.05% | 261 |
|
|
2016
Q1 | $482K | Sell |
10,678
-9,838
| -48% | -$444K | 0.05% | 254 |
|
|
2015
Q4 | $831K | Buy |
+20,516
| New | +$831K | 0.09% | 166 |
|