Synergy Investment Management’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	–	Sell	-500	Closed	-$45K	–	271
2025 Q1	$45K	Sell	500 -32	-6%	-$2.88K	0.02%	245
2024 Q4	$53.8K	Buy	+532	New	+$53.8K	0.02%	230