Root Financial Partners’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 | $777K | Buy |
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|
2025
Q2 | $644K | Sell |
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|
2025
Q1 | $666K | Sell |
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|
2024
Q4 | $753K | Sell |
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|
2024
Q3 | $822K | Sell |
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|
2024
Q2 | $847K | Sell |
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|
2024
Q1 | $918K | Sell |
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|
2023
Q4 | $904K | Sell |
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|
2023
Q3 | $837K | Sell |
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|
2023
Q2 | $965K | Sell |
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|
2023
Q1 | $1.03M | Buy |
|