Global Retirement Partners’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 | $31.2K | Hold |
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|
2025
Q2 | $27.8K | Buy |
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|
2024
Q4 | $35.4K | Sell |
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|
2024
Q3 | $47.7K | Sell |
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|
2024
Q2 | $53.9K | Buy |
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|
2024
Q1 | $54.5K | Buy |
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|
2023
Q4 | $39.9K | Buy |
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|
2023
Q3 | $17.4K | Hold |
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|
2023
Q2 | $18.3K | Sell |
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|
2023
Q1 | $22.5K | Buy |
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|
2022
Q4 | $23.1K | Hold |
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|
2022
Q3 | $24K | Buy |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $17K | Sell |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $29K | Sell |
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|
2018
Q3 | $54K | Buy |
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|
2018
Q2 | $40K | Buy |
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|
2018
Q1 | $32K | Buy |
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|
2017
Q4 | $22K | Hold |
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|
2017
Q3 | $21K | Sell |
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|
2017
Q2 | $35K | Buy |
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|
2017
Q1 | $20K | Buy |
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|
2016
Q4 | $5K | Buy |
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