Independent Advisor Alliance’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-36,332
| Closed | -$3.67M | – | 1019 |
|
|
2024
Q4 | $3.67M | Buy |
+36,332
| New | +$3.67M | 0.05% | 345 |
|
|
2020
Q1 | – | Sell |
-5,964
| Closed | -$387K | – | 558 |
|
|
2019
Q4 | $387K | Buy |
+5,964
| New | +$387K | 0.02% | 603 |
|
|
2017
Q2 | – | Sell |
-6,380
| Closed | -$337K | – | 292 |
|
|
2017
Q1 | $337K | Buy |
+6,380
| New | +$337K | 0.05% | 282 |
|