DHJJ Financial Advisors’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 | $524K | Sell |
|
|||||
|
2025
Q2 | $468K | Hold |
|
|||||
|
2025
Q1 | $434K | Hold |
|
|||||
|
2024
Q4 | $486K | Buy |
|
|||||
|
2024
Q3 | $479K | Sell |
|
|||||
|
2024
Q2 | $480K | Sell |
|
|||||
|
2024
Q1 | $499K | Sell |
|
|||||
|
2023
Q4 | $515K | Buy |
|
|||||
|
2023
Q3 | $447K | Buy |
|
|||||
|
2023
Q2 | $456K | Buy |
|
|||||
|
2023
Q1 | $446K | Buy |
|
|||||
|
2022
Q4 | $418K | Buy |
|
|||||
|
2022
Q3 | $272K | Sell |
|
|||||
|
2022
Q2 | $287K | Hold |
|
|||||
|
2022
Q1 | $346K | Buy |
|
|||||
|
2021
Q4 | $353K | Sell |
|
|||||
|
2021
Q3 | $333K | Buy |
|
|||||
|
2021
Q2 | $338K | Sell |
|
|||||
|
2021
Q1 | $331K | Sell |
|
|||||
|
2020
Q4 | $281K | Buy |
|