CAPTRUST Financial Advisors’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
$1.78M Buy
2025
Q1
$1.58M Buy
2024
Q4
$1.61M Buy
2024
Q3
$456K Sell
2024
Q2
$464K Sell
2024
Q1
$518K Sell
2023
Q4
$521K Sell
2023
Q3
$1.26M Sell
2023
Q2
$1.52M Buy
2023
Q1
$1.45M Buy
2022
Q4
$1.45M Sell
2022
Q3
$1.33M Buy
2022
Q2
Sell
2022
Q1
$101K Buy
2020
Q3
Sell
2020
Q2
$8K Buy
2019
Q4
Sell
2019
Q3
$8K Hold
2019
Q2
$9K Buy