Atria Wealth Solutions’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 | $290K | Sell |
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|
2025
Q1 | $801K | Sell |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $957K | Sell |
|
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|
2024
Q2 | $944K | Sell |
|
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $916K | Buy |
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|
2023
Q3 | $824K | Sell |
|
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.05M | Sell |
|
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $905K | Sell |
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|
2022
Q2 | $996K | Sell |
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|
2022
Q1 | $1.18M | Buy |
|