BWA
BlueChip Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Hold |
2,109
| – | – | 0.1% | 152 |
|
|
2025
Q1 | $216K | Hold |
2,109
| – | – | 0.11% | 145 |
|
|
2024
Q4 | $220K | Hold |
2,109
| – | – | 0.12% | 127 |
|
|
2024
Q3 | $220K | Hold |
2,109
| – | – | 0.12% | 144 |
|
|
2024
Q2 | $205K | Sell |
2,109
-643
| -23% | -$62.4K | 0.12% | 135 |
|
|
2024
Q1 | $273K | Hold |
2,752
| – | – | 0.18% | 100 |
|
|
2023
Q4 | $248K | Buy |
+2,752
| New | +$248K | 0.17% | 102 |
|