Keystone 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
Q3 | $573K | Hold |
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|
2025
Q2 | $511K | Sell |
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|
2025
Q1 | $544K | Hold |
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|
2024
Q4 | $610K | Hold |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $573K | Sell |
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|
2024
Q1 | $600K | Sell |
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|
2023
Q4 | $603K | Sell |
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|
2023
Q3 | $596K | Sell |
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|
2023
Q2 | $612K | Sell |
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|
2023
Q1 | $614K | Sell |
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|
2022
Q4 | $623K | Buy |
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|
2022
Q3 | $568K | Sell |
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|
2022
Q2 | $614K | Sell |
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|
2022
Q1 | $857K | Sell |
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|
2021
Q4 | $975K | Buy |
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