PCG Wealth Advisors’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 | $227K | Buy |
2,332
+45
| +2% | +$4.38K | 0.12% | 82 |
|
|
2025
Q1 | $206K | Buy |
+2,287
| New | +$206K | 0.07% | 128 |
|
|
2022
Q4 | – | Sell |
-4,472
| Closed | -$326K | – | 129 |
|
|
2022
Q3 | $326K | Buy |
+4,472
| New | +$326K | 0.12% | 96 |
|
|
2022
Q2 | – | Sell |
-2,258
| Closed | -$207K | – | 91 |
|
|
2022
Q1 | $207K | Sell |
2,258
-110
| -5% | -$10.1K | 0.13% | 79 |
|
|
2021
Q4 | $230K | Buy |
+2,368
| New | +$230K | 0.16% | 69 |
|