Farther Finance Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157K | Sell |
1,618
-1,182
| -42% | -$115K | ﹤0.01% | 1513 |
|
|
2025
Q1 | $254K | Buy |
2,800
+158
| +6% | +$14.3K | 0.01% | 1124 |
|
|
2024
Q4 | $267K | Sell |
2,642
-99
| -4% | -$10K | 0.01% | 859 |
|
|
2024
Q3 | $273K | Sell |
2,741
-33
| -1% | -$3.28K | 0.01% | 868 |
|
|
2024
Q2 | $249K | Sell |
2,774
-78
| -3% | -$7.01K | 0.01% | 748 |
|
|
2024
Q1 | $263K | Buy |
2,852
+1,246
| +78% | +$115K | 0.02% | 593 |
|
|
2023
Q4 | $147K | Sell |
1,606
-1,239
| -44% | -$113K | 0.01% | 664 |
|
|
2023
Q3 | $229K | Sell |
2,845
-584
| -17% | -$47.1K | 0.04% | 358 |
|
|
2023
Q2 | $282K | Buy |
3,429
+9
| +0.3% | +$740 | 0.06% | 260 |
|
|
2023
Q1 | $276K | Sell |
3,420
-432
| -11% | -$34.8K | 0.08% | 219 |
|
|
2022
Q4 | $302K | Buy |
+3,852
| New | +$302K | 0.12% | 171 |
|