B. Riley 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
Q3
$1.69M Buy
2025
Q2
$1.33M Buy
2024
Q4
$1.23M Buy
2024
Q3
$1.12M Buy
2024
Q2
$1M Buy
2015
Q1
Sell
2014
Q4
$72 Buy
2014
Q3
Sell
2014
Q2
$28K Buy