Keystone Financial Group (Kentucky)’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 | $1.31M | Sell |
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|
2025
Q1 | $1.26M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $395K | Buy |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $238K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $302K | Hold |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $416K | Buy |
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