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