Element Wealth’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 | $381K | Sell |
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|
2025
Q2 | $343K | Hold |
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|
2025
Q1 | $318K | Sell |
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|
2024
Q4 | $365K | Sell |
|
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $365K | Sell |
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|
2023
Q4 | $379K | Sell |
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|
2023
Q3 | $352K | Sell |
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|
2023
Q2 | $371K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $362K | Sell |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $491K | Sell |
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|
2021
Q3 | $465K | Sell |
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|
2021
Q2 | $474K | Sell |
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|
2021
Q1 | $465K | Sell |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $311K | Sell |
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|
2020
Q2 | $298K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $371K | Buy |
|