Kestra Private Wealth Services’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 | $262K | Sell |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $286K | Sell |
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|
2024
Q2 | $280K | Sell |
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|
2024
Q1 | $306K | Buy |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $298K | Sell |
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|
2023
Q2 | $345K | Sell |
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|
2023
Q1 | $408K | Sell |
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|
2022
Q4 | $501K | Buy |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $347K | Buy |
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|
2021
Q3 | $320K | Sell |
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|
2021
Q2 | $369K | Hold |
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|
2021
Q1 | $359K | Sell |
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|
2020
Q4 | $311K | Sell |
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|
2020
Q3 | $261K | Buy |
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