Pinnacle Wealth Planning Services’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
$207K Buy
+2,123
New +$207K 0.03% 420
2025
Q1
Sell
-2,123
Closed -$215K 410
2024
Q4
$215K Hold
2,123
0.03% 344
2024
Q3
$211K Buy
+2,123
New +$211K 0.03% 445