Hapanowicz & Associates Financial Services’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 | $4.62M | Sell |
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|
2025
Q1 | $6.33M | Sell |
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|
2024
Q4 | $25.1M | Buy |
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|
2024
Q3 | $24.6M | Buy |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $21.8M | Buy |
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|
2023
Q4 | $21.3M | Buy |
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|
2023
Q3 | $17.9M | Buy |
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|
2023
Q2 | $17.5M | Sell |
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|
2023
Q1 | $17.7M | Buy |
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|
2022
Q4 | $17.1M | Buy |
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|
2022
Q3 | $15.7M | Buy |
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|
2022
Q2 | $15.5M | Buy |
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|
2022
Q1 | $17.5M | Buy |
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|
2021
Q4 | $17.8M | Buy |
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|
2021
Q3 | $16.2M | Buy |
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|
2021
Q2 | $15.7M | Buy |
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|
2021
Q1 | $14.8M | Sell |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $12.6M | Sell |
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|
2020
Q2 | $12M | Sell |
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|
2020
Q1 | $10.3M | Buy |
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|
2019
Q4 | $7.64M | Buy |
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|
2019
Q3 | $7.06M | Sell |
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|
2019
Q2 | $7.28M | Buy |
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|
2019
Q1 | $7.19M | Sell |
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|
2018
Q4 | $6.52M | Buy |
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|
2018
Q3 | $8.04M | Sell |
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|
2018
Q2 | $12.9M | Buy |
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|
2018
Q1 | $11.3M | Buy |
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|
2017
Q4 | $11.4M | Sell |
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|
2017
Q3 | $11M | Buy |
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|
2017
Q2 | $9.25M | Buy |
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|
2017
Q1 | $8.7M | Buy |
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|
2016
Q4 | $8.92M | Buy |
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