Triumph Capital Management’s First Trust Mid Cap Value AlphaDEX Fund FNK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $218K | Sell |
4,210
-10,041
| -70% | -$520K | 0.07% | 269 |
|
|
2025
Q1 | $719K | Buy |
14,251
+1,399
| +11% | +$70.6K | 0.24% | 108 |
|
|
2024
Q4 | $688K | Buy |
+12,852
| New | +$688K | 0.24% | 108 |
|
|
2022
Q2 | – | Sell |
-31,942
| Closed | -$1.49M | – | 213 |
|
|
2022
Q1 | $1.49M | Buy |
31,942
+13,335
| +72% | +$622K | 0.64% | 34 |
|
|
2021
Q4 | $877K | Buy |
+18,607
| New | +$877K | 0.38% | 64 |
|