QTR Family Wealth’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
$293K Buy
3,012
+133
+5% +$12.9K 0.18% 123
2025
Q1
$259K Buy
+2,879
New +$259K 0.2% 129