B. Riley Wealth Advisors’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
Q2 | $1.33M | Buy |
+13,647
| New | +$1.33M | 0.06% | 276 |
|
|
2024
Q4 | $1.23M | Buy |
12,164
+781
| +7% | +$78.9K | 0.04% | 393 |
|
|
2024
Q3 | $1.12M | Buy |
11,383
+328
| +3% | +$32.2K | 0.03% | 472 |
|
|
2024
Q2 | $1M | Buy |
+11,055
| New | +$1M | 0.03% | 540 |
|
|
2015
Q1 | – | Sell |
-1,470
| Closed | -$72 | – | 1094 |
|
|
2014
Q4 | $72 | Buy |
+1,470
| New | +$72 | ﹤0.01% | 1897 |
|
|
2014
Q3 | – | Sell |
-570
| Closed | -$28K | – | 1117 |
|
|
2014
Q2 | $28K | Buy |
+570
| New | +$28K | 0.01% | 1304 |
|