Geneos Wealth Management’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 | $6.25M | Sell |
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|
2025
Q2 | $6.49M | Buy |
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|
2025
Q1 | $5.59M | Buy |
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|
2024
Q4 | $1.65M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.65M | Buy |
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|
2021
Q3 | $1.43M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $70K | Sell |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $52K | Sell |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $73K | Sell |
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|
2019
Q3 | $74K | Buy |
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|
2019
Q2 | $74K | Buy |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $27K | Buy |
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|
2018
Q3 | $23K | Buy |
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