TWA
TCI Wealth Advisors’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-79
| Closed | -$7K | – | 2432 |
|
|
2021
Q2 | $7K | Buy |
+79
| New | +$7K | ﹤0.01% | 1184 |
|
|
2017
Q2 | – | Sell |
-2,673
| Closed | -$145K | – | 1351 |
|
|
2017
Q1 | $145K | Hold |
2,673
| – | – | 0.08% | 171 |
|
|
2016
Q4 | $144K | Hold |
2,673
| – | – | 0.08% | 178 |
|
|
2016
Q3 | $133K | Buy |
+2,673
| New | +$133K | 0.07% | 176 |
|