Regal Investment Advisors’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
Q2 | $3.01M | Sell |
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|
2025
Q1 | $2.86M | Buy |
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|
2024
Q4 | $3.11M | Buy |
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|
2024
Q3 | $3.02M | Buy |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.82M | Sell |
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|
2023
Q4 | $7.43M | Sell |
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|
2023
Q3 | $6.64M | Buy |
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|
2023
Q2 | $6.48M | Buy |
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|
2023
Q1 | $6.11M | Buy |
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|
2022
Q4 | $5.82M | Buy |
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|
2022
Q3 | $5.27M | Buy |
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|
2022
Q2 | $5.23M | Buy |
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|
2022
Q1 | $5.96M | Buy |
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|
2021
Q4 | $6.22M | Buy |
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|
2021
Q3 | $5.77M | Buy |
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|
2021
Q2 | $5.7M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $4.91M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $3.39M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.45M | Buy |
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|
2019
Q3 | $3.12M | Buy |
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|
2019
Q2 | $3.17M | Buy |
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|
2019
Q1 | $3.05M | Buy |
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|
2018
Q4 | $2.65M | Buy |
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|
2018
Q3 | $3.03M | Buy |
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|
2018
Q2 | $2.45M | Sell |
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|
2018
Q1 | $2.69M | Buy |
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|
2017
Q4 | $2.69M | Sell |
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|
2017
Q3 | $2.62M | Buy |
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|
2017
Q2 | $2.45M | Buy |
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|
2017
Q1 | $2.25M | Buy |
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|
2016
Q4 | $1.47M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $111K | Buy |
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|
2015
Q2 | $122K | Buy |
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|
2015
Q1 | $124K | Buy |
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|
2014
Q4 | $120K | Buy |
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|
2014
Q3 | $58K | Hold |
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|
2014
Q2 | $64K | Buy |
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|
2014
Q1 | $29K | Buy |
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