Private Trust Company’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Sell |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $268K | Buy |
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|
2024
Q4 | $297K | Buy |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $233K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $212K | Buy |
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|
2023
Q1 | $148K | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $234K | Sell |
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|
2022
Q2 | $305K | Buy |
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