Wealth Enhancement Advisory Services’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 | $3.19M | Buy |
31,693
+1,226
| +4% | +$123K | 0.01% | 1115 |
|
2025
Q1 | $2.74M | Buy |
30,467
+1,279
| +4% | +$115K | 0.01% | 1087 |
|
2024
Q4 | $2.95M | Buy |
29,188
+7,292
| +33% | +$737K | 0.01% | 1002 |
|
2024
Q3 | $2.18M | Buy |
21,896
+2,413
| +12% | +$240K | ﹤0.01% | 1005 |
|
2024
Q2 | $1.76M | Buy |
19,483
+2,742
| +16% | +$248K | ﹤0.01% | 1036 |
|
2024
Q1 | $1.56M | Buy |
16,741
+2,327
| +16% | +$217K | ﹤0.01% | 1053 |
|
2023
Q4 | $1.32M | Buy |
14,414
+8,118
| +129% | +$743K | ﹤0.01% | 1052 |
|
2023
Q3 | $508K | Buy |
+6,296
| New | +$508K | ﹤0.01% | 1411 |
|