Independent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $309K | Sell |
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|
2025
Q4 | $295K | Sell |
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|
2025
Q3 | $393K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $519K | Sell |
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|
2024
Q2 | $671K | Buy |
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|
2024
Q1 | $686K | Sell |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $687K | Buy |
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|
2023
Q2 | $641K | Sell |
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $596K | Buy |
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|
2022
Q2 | $605K | Buy |
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|
2022
Q1 | $678K | Buy |
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|
2021
Q4 | $647K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $206K | Buy |
|