Wealth Effects’s First Trust Small Cap Core AlphaDEX Fund FYX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Buy |
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|
2025
Q2 | $264K | Sell |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $299K | Buy |
|
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|
2024
Q3 | $294K | Hold |
|
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|
2024
Q2 | $268K | Buy |
|
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|
2024
Q1 | $276K | Hold |
|
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|
2023
Q4 | $271K | Buy |
|
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $243K | Hold |
|
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|
2023
Q1 | $238K | Buy |
|
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|
2022
Q4 | $232K | Sell |
|
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|
2022
Q3 | $222K | Buy |
|
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $280K | Hold |
|
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|
2021
Q4 | $296K | Buy |
|