Triumph Capital 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 | $829K | Buy |
8,526
+2,096
| +33% | +$204K | 0.25% | 94 |
|
|
2025
Q1 | $579K | Sell |
6,430
-3,266
| -34% | -$294K | 0.19% | 139 |
|
|
2024
Q4 | $980K | Sell |
9,696
-3,729
| -28% | -$377K | 0.34% | 66 |
|
|
2024
Q3 | $1.34M | Buy |
+13,425
| New | +$1.34M | 0.48% | 42 |
|
|
2022
Q3 | – | Sell |
-5,187
| Closed | -$398K | – | 205 |
|
|
2022
Q2 | $398K | Sell |
5,187
-10,672
| -67% | -$819K | 0.21% | 111 |
|
|
2022
Q1 | $1.45M | Sell |
15,859
-1,235
| -7% | -$113K | 0.63% | 37 |
|
|
2021
Q4 | $1.66M | Buy |
17,094
+4,499
| +36% | +$437K | 0.72% | 31 |
|
|
2021
Q3 | $1.15M | Buy |
12,595
+440
| +4% | +$40.3K | 0.54% | 42 |
|
|
2021
Q2 | $1.09M | Buy |
+12,155
| New | +$1.09M | 0.64% | 34 |
|