Sunbelt Securities’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 | $137K | Hold |
1,353
| – | – | 0.01% | 683 |
|
|
2025
Q1 | $122K | Hold |
1,353
| – | – | 0.01% | 692 |
|
|
2024
Q4 | $136K | Hold |
1,353
| – | – | 0.01% | 687 |
|
|
2024
Q3 | $135K | Hold |
1,353
| – | – | 0.01% | 691 |
|
|
2024
Q2 | $122K | Hold |
1,353
| – | – | 0.01% | 689 |
|
|
2024
Q1 | $126K | Hold |
1,353
| – | – | 0.01% | 657 |
|
|
2023
Q4 | $124K | Hold |
1,353
| – | – | 0.02% | 623 |
|
|
2023
Q3 | $109K | Hold |
1,353
| – | – | 0.02% | 634 |
|
|
2023
Q2 | $111K | Hold |
1,353
| – | – | 0.02% | 619 |
|
|
2023
Q1 | $107K | Buy |
+1,353
| New | +$107K | 0.02% | 564 |
|
|
2020
Q1 | – | Sell |
-3,263
| Closed | -$212K | – | 480 |
|
|
2019
Q4 | $212K | Buy |
+3,263
| New | +$212K | 0.02% | 529 |
|