J.P. Morgan Private Wealth Advisors’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
2023
Q2
Sell
-3,263
Closed -$263K 1632
2023
Q1
$263K Sell
3,263
-4,871
-60% -$393K ﹤0.01% 1731
2022
Q4
$638K Buy
8,134
+840
+12% +$65.9K ﹤0.01% 1358
2022
Q3
$530K Buy
+7,294
New +$530K ﹤0.01% 1430