Zacks Investment 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 | $218K | Hold |
2,242
| – | – | ﹤0.01% | 619 |
|
|
2025
Q1 | $202K | Hold |
2,242
| – | – | ﹤0.01% | 615 |
|
|
2024
Q4 | $227K | Hold |
2,242
| – | – | ﹤0.01% | 607 |
|
|
2024
Q3 | $223K | Hold |
2,242
| – | – | ﹤0.01% | 622 |
|
|
2024
Q2 | $203K | Sell |
2,242
-423
| -16% | -$38.3K | ﹤0.01% | 573 |
|
|
2024
Q1 | $249K | Hold |
2,665
| – | – | ﹤0.01% | 574 |
|
|
2023
Q4 | $244K | Hold |
2,665
| – | – | ﹤0.01% | 560 |
|
|
2023
Q3 | $215K | Buy |
+2,665
| New | +$215K | ﹤0.01% | 566 |
|