Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.24M | Buy |
42,620
+3,570
| +9% | +$355K | 0.92% | 18 |
|
|
2024
Q2 | $3.53M | Hold |
39,050
| – | – | 0.81% | 21 |
|
|
2024
Q1 | $3.64M | Buy |
39,050
+5,215
| +15% | +$486K | 0.84% | 18 |
|
|
2023
Q4 | $3.1M | Buy |
33,835
+10,010
| +42% | +$917K | 0.74% | 21 |
|
|
2023
Q3 | $1.92M | Buy |
23,825
+3,615
| +18% | +$292K | 0.51% | 41 |
|
|
2023
Q2 | $1.66M | Buy |
+20,210
| New | +$1.66M | 0.43% | 50 |
|