Bernard Wealth Management’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
Sell
-178
Closed -$18.2K 339
2025
Q1
$18.2K Hold
178
0.01% 190
2024
Q4
$18.6K Buy
+178
New +$18.6K 0.01% 183