Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio FYX Stock Details FYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-262
Closed -$21.1K – 201
2023
Q3 		$21.1K Buy
+262
New +$22.1K 0.01% 262

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Legacy Financial Group (Iowa)'s FYX Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of First Trust Small Cap Core AlphaDEX Fund (FYX) in Q4 2023, closing a stake of 262 shares — an estimated $21.1K sold.

Legacy Financial Group (Iowa) first reported a position in FYX in Q3 2023 and held it in 1 quarter. The position peaked at $21.1K in Q3 2023. 145 funds tracked by Wall St. Rank hold FYX as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining First Trust Small Cap Core AlphaDEX Fund position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 262 First Trust Small Cap Core AlphaDEX Fund shares in Q4 2023, an estimated $21.1K.
  • Legacy Financial Group (Iowa) first reported a position in First Trust Small Cap Core AlphaDEX Fund in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s First Trust Small Cap Core AlphaDEX Fund position peaked at $21.1K in Q3 2023.
  • 145 funds tracked by Wall St. Rank held First Trust Small Cap Core AlphaDEX Fund as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.