KPP Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Hold |
5,621
| – | – | 0.09% | 180 |
|
|
2025
Q1 | $506K | Hold |
5,621
| – | – | 0.1% | 176 |
|
|
2024
Q4 | $568K | Hold |
5,621
| – | – | 0.13% | 137 |
|
|
2024
Q3 | $559K | Hold |
5,621
| – | – | 0.13% | 135 |
|
|
2024
Q2 | $508K | Sell |
5,621
-56
| -1% | -$5.07K | 0.14% | 130 |
|
|
2024
Q1 | $529K | Buy |
+5,677
| New | +$529K | 0.15% | 124 |
|
|
2023
Q4 | – | Sell |
-5,777
| Closed | -$466K | – | 155 |
|
|
2023
Q3 | $466K | Buy |
+5,777
| New | +$466K | 0.15% | 112 |
|