Partners 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	$261K	Hold	2,874	–	–	0.3%	90
2025 Q1	$259K	Hold	2,874	–	–	0.29%	93
2024 Q4	$290K	Buy	+2,874	New	+$290K	0.33%	82