OneDigital Investment Advisors’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
Q1 | – | Sell |
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|
2024
Q4 | $2.87M | Buy |
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|
2024
Q3 | $2.78M | Buy |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $2.27M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.82M | Sell |
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|
2023
Q2 | $1.93M | Buy |
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|
2023
Q1 | $1.89M | Sell |
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|
2022
Q4 | $1.87M | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $1.79M | Buy |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $712K | Buy |
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|
2020
Q2 | $284K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $272K | Buy |
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|
2019
Q2 | $267K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $236K | Buy |
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