Kozak & Associates’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 | $11.6K | Buy |
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|
2025
Q2 | $11.1K | Hold |
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|
2025
Q1 | $9.25K | Hold |
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|
2024
Q4 | $11.3K | Hold |
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|
2024
Q3 | $11.1K | Buy |
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|
2024
Q2 | $9.82K | Hold |
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|
2024
Q1 | $10.2K | Buy |
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|
2023
Q4 | $9.39K | Hold |
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|
2023
Q3 | $8.51K | Hold |
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|
2023
Q2 | $8.93K | Buy |
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|
2023
Q1 | $8.63K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $8K | Buy |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $11K | Buy |
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