Daymark 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 | $883K | Buy |
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|
2025
Q2 | $751K | Sell |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $815K | Buy |
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|
2024
Q3 | $803K | Sell |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $780K | Sell |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $804K | Sell |
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|
2023
Q2 | $1.35M | Sell |
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|
2023
Q1 | $2.54M | Buy |
|