Cyndeo Wealth Partners’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 | $1.2M | Sell |
|
|||||
|
2025
Q2 | $1.24M | Sell |
|
|||||
|
2025
Q1 | $1.16M | Sell |
|
|||||
|
2024
Q4 | $1.3M | Sell |
|
|||||
|
2024
Q3 | $1.29M | Buy |
|
|||||
|
2024
Q2 | $777K | Sell |
|
|||||
|
2024
Q1 | $829K | Buy |
|
|||||
|
2023
Q4 | $798K | Buy |
|
|||||
|
2023
Q3 | $650K | Buy |
|
|||||
|
2023
Q2 | $645K | Buy |
|
|||||
|
2023
Q1 | $495K | Hold |
|
|||||
|
2022
Q4 | $482K | Buy |
|