Trueblood Wealth 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 | $427K | Buy |
4,390
+2
| +0% | +$195 | 0.18% | 161 |
|
|
2025
Q1 | $395K | Hold |
4,388
| – | – | 0.18% | 152 |
|
|
2024
Q4 | $443K | Buy |
4,388
+298
| +7% | +$30.1K | 0.22% | 146 |
|
|
2024
Q3 | $407K | Buy |
4,090
+760
| +23% | +$75.6K | 0.2% | 140 |
|
|
2024
Q2 | $301K | Buy |
3,330
+74
| +2% | +$6.69K | 0.17% | 161 |
|
|
2024
Q1 | $304K | Hold |
3,256
| – | – | 0.17% | 153 |
|
|
2023
Q4 | $298K | Buy |
+3,256
| New | +$298K | 0.19% | 153 |
|