BOK Financial Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-24
| Closed | -$2.33K | – | 541 |
|
|
2024
Q2 | $2.33K | Hold |
24
| – | – | ﹤0.01% | 428 |
|
|
2024
Q1 | $2.38K | Hold |
24
| – | – | ﹤0.01% | 422 |
|
|
2023
Q4 | $2.16K | Hold |
24
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $1.95K | Hold |
24
| – | – | ﹤0.01% | 359 |
|
|
2023
Q2 | $2.02K | Hold |
24
| – | – | ﹤0.01% | 341 |
|
|
2023
Q1 | $1.93K | Hold |
24
| – | – | ﹤0.01% | 430 |
|
|
2022
Q4 | $1.92K | Sell |
24
-979
| -98% | -$78.4K | ﹤0.01% | 343 |
|
|
2022
Q3 | $72K | Buy |
1,003
+207
| +26% | +$14.9K | 0.01% | 221 |
|
|
2022
Q2 | $61K | Buy |
+796
| New | +$61K | 0.01% | 239 |
|