Mather Group’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 | – | Sell |
-64
| Closed | -$5.77K | – | 1025 |
|
|
2025
Q1 | $5.77K | Hold |
64
| – | – | ﹤0.01% | 1379 |
|
|
2024
Q4 | $6.47K | Hold |
64
| – | – | ﹤0.01% | 1331 |
|
|
2024
Q3 | $6.37K | Hold |
64
| – | – | ﹤0.01% | 1254 |
|
|
2024
Q2 | $5.97K | Hold |
64
| – | – | ﹤0.01% | 1576 |
|
|
2024
Q1 | $5.86K | Buy |
+64
| New | +$5.86K | ﹤0.01% | 1326 |
|