Brown Miller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,302
| Closed | -$417K | – | 122 |
|
|
2021
Q4 | $417K | Sell |
4,302
-562
| -12% | -$54.5K | 0.24% | 77 |
|
|
2021
Q3 | $445K | Hold |
4,864
| – | – | 0.28% | 72 |
|
|
2021
Q2 | $453K | Buy |
4,864
+704
| +17% | +$65.6K | 0.29% | 73 |
|
|
2021
Q1 | $377K | Hold |
4,160
| – | – | 0.27% | 81 |
|
|
2020
Q4 | $320K | Buy |
+4,160
| New | +$320K | 0.24% | 83 |
|