AE Wealth Management’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.43M | Sell |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $2.1M | Sell |
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|
2023
Q3 | $2.25M | Sell |
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|
2023
Q2 | $2.47M | Sell |
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|
2023
Q1 | $2.59M | Sell |
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|
2022
Q4 | $4.15M | Sell |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $4.3M | Buy |
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|
2022
Q1 | $4.73M | Buy |
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|
2021
Q4 | $4.73M | Buy |
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|
2021
Q3 | $4.15M | Sell |
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|
2021
Q2 | $4.7M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.32M | Buy |
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|
2020
Q3 | $986K | Sell |
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|
2020
Q2 | $1.01M | Buy |
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|
2020
Q1 | $792K | Buy |
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|
2019
Q4 | $830K | Buy |
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|
2019
Q3 | $643K | Sell |
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|
2019
Q2 | $926K | Buy |
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|
2019
Q1 | $679K | Buy |
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|
2018
Q4 | $500K | Sell |
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|
2018
Q3 | $935K | Buy |
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|
2018
Q2 | $741K | Sell |
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|
2018
Q1 | $1.73M | Sell |
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|
2017
Q4 | $1.85M | Sell |
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|
2017
Q3 | $3.96M | Sell |
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|
2017
Q2 | $4.14M | Sell |
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|
2017
Q1 | $6.34M | Buy |
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|
2016
Q4 | $4.61M | Buy |
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