BWA
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Bordeaux Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Bordeaux Wealth Advisors’s Portfolio FEX Stock Details FEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$391K Hold
3,560
– – 0.05% 103
2025
Q1 		$365K Hold
3,560
– – 0.07% 105
2024
Q4 		$371K Hold
3,560
– – 0.06% 104
2024
Q3 		$371K Hold
3,560
– – 0.07% 107
2024
Q2 		$345K Buy
+3,560
New +$345K 0.07% 100