Independent Wealth Network’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
Q3 | $495K | Sell |
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|
2025
Q2 | $452K | Buy |
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|
2025
Q1 | $413K | Buy |
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|
2024
Q4 | $452K | Sell |
|
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|
2024
Q3 | $458K | Sell |
|
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|
2024
Q2 | $419K | Buy |
|
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|
2024
Q1 | $432K | Buy |
|
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|
2023
Q4 | $423K | Sell |
|
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $429K | Sell |
|
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|
2023
Q1 | $429K | Sell |
|
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $388K | Sell |
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|
2022
Q2 | $429K | Sell |
|
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|
2022
Q1 | $546K | Buy |
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|
2021
Q4 | $562K | Buy |
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|
2021
Q3 | $556K | Buy |
|