Principal Securities’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 | $625K | Buy |
6,426
+416
| +7% | +$40.5K | 0.01% | 767 |
|
|
2025
Q1 | $607K | Hold |
6,010
| – | – | 0.01% | 706 |
|
|
2024
Q4 | $607K | Sell |
6,010
-589
| -9% | -$59.5K | 0.01% | 701 |
|
|
2024
Q3 | $657K | Buy |
6,599
+189
| +3% | +$18.8K | 0.02% | 670 |
|
|
2024
Q2 | $580K | Buy |
6,410
+146
| +2% | +$13.2K | 0.02% | 651 |
|
|
2024
Q1 | $584K | Buy |
6,264
+3,663
| +141% | +$342K | 0.02% | 607 |
|
|
2023
Q4 | $238K | Buy |
+2,601
| New | +$238K | 0.01% | 877 |
|