Steward Partners Investment Advisory’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 | $573K | Hold |
|
|||||
|
2025
Q1 | $531K | Buy |
|
|||||
|
2024
Q4 | $557K | Buy |
|
|||||
|
2024
Q3 | $542K | Buy |
|
|||||
|
2024
Q2 | $465K | Buy |
|
|||||
|
2024
Q1 | $475K | Sell |
|
|||||
|
2023
Q4 | $469K | Buy |
|
|||||
|
2023
Q3 | $373K | Buy |
|
|||||
|
2023
Q2 | $366K | Sell |
|
|||||
|
2023
Q1 | $399K | Sell |
|
|||||
|
2022
Q4 | $390K | Buy |
|
|||||
|
2022
Q3 | $362K | Hold |
|
|||||
|
2022
Q2 | $381K | Sell |
|
|||||
|
2022
Q1 | $489K | Sell |
|
|||||
|
2021
Q4 | $529K | Buy |
|
|||||
|
2021
Q3 | $453K | Buy |
|
|||||
|
2021
Q2 | $461K | Buy |
|
|||||
|
2021
Q1 | $439K | Sell |
|
|||||
|
2020
Q4 | $373K | Buy |
|
|||||
|
2020
Q3 | $258K | Hold |
|
|||||
|
2020
Q2 | $242K | Buy |
|
|||||
|
2020
Q1 | $174K | Hold |
|
|||||
|
2019
Q4 | $275K | Sell |
|
|||||
|
2019
Q3 | $273K | Sell |
|
|||||
|
2019
Q2 | $295K | Sell |
|
|||||
|
2019
Q1 | $311K | Buy |
|
|||||
|
2018
Q4 | $240K | Sell |
|
|||||
|
2018
Q3 | $366K | Sell |
|
|||||
|
2018
Q2 | $437K | Sell |
|
|||||
|
2018
Q1 | $534K | Buy |
|
|||||
|
2017
Q4 | $510K | Buy |
|
|||||
|
2017
Q3 | $427K | Buy |
|