AssuredPartners Investment Advisors’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	$2.08M	Sell	18,922 -145,902	-89%	-$16M	0.51%	43
2025 Q1	$16.9M	Buy	164,824 +14,350	+10%	+$1.47M	3.26%	3
2024 Q4	$15.7M	Buy	+150,474	New	+$15.7M	3.06%	4