Great Valley Advisor Group’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
Q2 | $280K | Buy |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $291K | Sell |
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|
2024
Q3 | $332K | Sell |
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|
2024
Q2 | $303K | Sell |
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|
2024
Q1 | $313K | Buy |
|
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $275K | Buy |
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|
2023
Q1 | $269K | Buy |
|
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $227K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $260K | Hold |
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|
2021
Q3 | $260K | Buy |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $218K | Buy |
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