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Beacon Capital Management LLC (Tennessee)’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio FYX Stock Details FYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-35
Closed -$2.82K – 1036
2023
Q1 		$2.82K Buy
+35
New +$2.92K ﹤0.01% 717

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Beacon Capital Management LLC (Tennessee)'s FYX Position: Q2 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q2 2023, closing a stake of 35 shares — an estimated $2.82K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in FYX in Q1 2023 and held it in 1 quarter. The position peaked at $2.82K in Q1 2023. 124 funds tracked by Wall St. Rank hold FYX as of Q2 2023.

  • Beacon Capital Management LLC (Tennessee) reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q2 2023 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 35 First Trust Small Cap Core AlphaDEX Fund shares in Q2 2023, an estimated $2.82K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q1 2023 and held it in 1 quarter.
  • Beacon Capital Management LLC (Tennessee)'s First Trust Small Cap Core AlphaDEX Fund position peaked at $2.82K in Q1 2023.
  • 124 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q2 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2023, filed 12 Jul 2023.