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Potentia Wealth’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History

Potentia Wealth’s Portfolio FYX Stock Details FYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$812K Sell
8,344
-1,991
-19% -$194K 0.46% 26
2025
Q1 		$931K Sell
10,335
-758
-7% -$68.3K 0.44% 32
2024
Q4 		$1.12M Buy
+11,093
New +$1.12M 0.5% 33