ABLE Financial Group’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
2,237
-97
| -4% | -$10.7K | 0.06% | 180 |
|
|
2025
Q1 | $239K | Sell |
2,334
-27
| -1% | -$2.77K | 0.07% | 174 |
|
|
2024
Q4 | $246K | Sell |
2,361
-9
| -0.4% | -$939 | 0.07% | 169 |
|
|
2024
Q3 | $247K | Hold |
2,370
| – | – | 0.08% | 163 |
|
|
2024
Q2 | $230K | Buy |
2,370
+86
| +4% | +$8.34K | 0.08% | 158 |
|
|
2024
Q1 | $227K | Hold |
2,284
| – | – | 0.09% | 147 |
|
|
2023
Q4 | $206K | Sell |
2,284
-193
| -8% | -$17.4K | 0.09% | 144 |
|
|
2023
Q3 | $201K | Buy |
+2,477
| New | +$201K | 0.1% | 136 |
|