IHT 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
Q2 | $249K | Sell |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $211K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $290K | Sell |
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|
2022
Q1 | $505K | Sell |
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|
2021
Q4 | $556K | Sell |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $1.17M | Sell |
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|
2021
Q1 | $2.33M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $252K | Buy |
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|
2019
Q1 | $212K | Sell |
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|
2018
Q4 | $208K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $45K | Sell |
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|
2017
Q4 | $47K | Buy |
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|
2017
Q3 | $12K | Sell |
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|
2017
Q2 | $4.11K | Buy |
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|
2017
Q1 | $85K | Buy |
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|
2016
Q4 | $22K | Buy |
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