Lakeridge Wealth Management’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 | $5.08M | Buy |
52,221
+40,837
| +359% | +$3.97M | 2.34% | 13 |
|
|
2025
Q1 | $1.03M | Buy |
11,384
+635
| +6% | +$57.2K | 0.51% | 36 |
|
|
2024
Q4 | $1.09M | Buy |
10,749
+188
| +2% | +$19K | 0.56% | 33 |
|
|
2024
Q3 | $1.05M | Sell |
10,561
-63
| -0.6% | -$6.27K | 0.58% | 33 |
|
|
2024
Q2 | $961K | Buy |
10,624
+313
| +3% | +$28.3K | 0.58% | 33 |
|
|
2024
Q1 | $961K | Sell |
10,311
-213
| -2% | -$19.9K | 0.62% | 33 |
|
|
2023
Q4 | $964K | Buy |
+10,524
| New | +$964K | 0.7% | 30 |
|