WealthSource Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $7.8M | Sell |
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|
2023
Q3 | $6.94M | Buy |
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|
2023
Q2 | $7.06M | Sell |
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|
2023
Q1 | $6.94M | Buy |
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|
2022
Q4 | $6.38M | Buy |
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|
2022
Q3 | $5.83M | Buy |
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|
2022
Q2 | $5.74M | Buy |
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|
2022
Q1 | $5.99M | Buy |
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|
2021
Q4 | $5.83M | Sell |
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|
2021
Q3 | $5.52M | Buy |
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|
2021
Q2 | $5.34M | Buy |
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|
2021
Q1 | $4.33M | Buy |
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