GWP
Gateway Wealth Partners’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,464
| Closed | -$222K | – | 366 |
|
|
2025
Q1 | $222K | Sell |
2,464
-226
| -8% | -$20.4K | 0.05% | 289 |
|
|
2024
Q4 | $272K | Sell |
2,690
-4
| -0.1% | -$404 | 0.07% | 241 |
|
|
2024
Q3 | $268K | Sell |
2,694
-119
| -4% | -$11.8K | 0.07% | 228 |
|
|
2024
Q2 | $254K | Buy |
+2,813
| New | +$254K | 0.08% | 225 |
|