Householder Group Estate & Retirement Specialist’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $59K | Hold |
586
| – | – | 0.04% | 199 |
|
|
2024
Q3 | $58K | Sell |
586
-39
| -6% | -$3.86K | 0.02% | 456 |
|
|
2024
Q2 | $56K | Hold |
625
| – | – | 0.02% | 453 |
|
|
2024
Q1 | $58.3K | Sell |
625
-35
| -5% | -$3.26K | 0.02% | 447 |
|
|
2023
Q4 | $60K | Hold |
660
| – | – | 0.02% | 427 |
|
|
2023
Q3 | $53.2K | Buy |
+660
| New | +$53.2K | 0.02% | 436 |
|
|
2023
Q1 | $53K | Buy |
+660
| New | +$53K | 0.02% | 434 |
|
|
2022
Q4 | – | Sell |
-660
| Closed | -$47K | – | 598 |
|
|
2022
Q3 | $47K | Buy |
+660
| New | +$47K | 0.02% | 407 |
|