Northwestern Mutual Wealth Management’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
Q2 | $16.4M | Buy |
|
|||||
|
2025
Q1 | $5.38M | Buy |
|
|||||
|
2024
Q4 | $1.58M | Sell |
|
|||||
|
2024
Q3 | $1.57M | Sell |
|
|||||
|
2024
Q2 | $1.66M | Sell |
|
|||||
|
2024
Q1 | $1.8M | Buy |
|
|||||
|
2023
Q4 | $1.69M | Buy |
|
|||||
|
2023
Q3 | $1.38M | Buy |
|
|||||
|
2023
Q2 | $1.4M | Sell |
|
|||||
|
2023
Q1 | $1.45M | Sell |
|
|||||
|
2022
Q4 | $1.42M | Buy |
|
|||||
|
2022
Q3 | $1.19M | Sell |
|
|||||
|
2022
Q2 | $1.28M | Buy |
|
|||||
|
2022
Q1 | $1.23M | Buy |
|
|||||
|
2021
Q4 | $1.29M | Buy |
|
|||||
|
2021
Q3 | $342K | Buy |
|
|||||
|
2021
Q2 | $215K | Buy |
|
|||||
|
2021
Q1 | $149K | Sell |
|
|||||
|
2020
Q4 | $206K | Buy |
|
|||||
|
2020
Q3 | $70K | Sell |
|
|||||
|
2020
Q2 | $126K | Buy |
|
|||||
|
2020
Q1 | $46K | Sell |
|
|||||
|
2019
Q4 | $164K | Buy |
|
|||||
|
2019
Q3 | $147K | Hold |
|
|||||
|
2019
Q2 | $151K | Buy |
|
|||||
|
2019
Q1 | $112K | Hold |
|
|||||
|
2018
Q4 | $98K | Buy |
|
|||||
|
2018
Q3 | $105K | Buy |
|
|||||
|
2018
Q2 | $54K | Sell |
|
|||||
|
2018
Q1 | $85K | Sell |
|
|||||
|
2017
Q4 | $88K | Hold |
|
|||||
|
2017
Q3 | $84K | Buy |
|
|||||
|
2017
Q2 | $46K | Sell |
|
|||||
|
2017
Q1 | $83K | Buy |
|
|||||
|
2016
Q4 | $42K | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $46K | Buy |
|