Carson Wealth (CWM LLC)’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
Q3 | $486K | Sell |
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|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $447K | Hold |
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|
2024
Q4 | $455K | Hold |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $505K | Buy |
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|
2023
Q4 | $450K | Hold |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $419K | Hold |
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|
2023
Q1 | $402K | Hold |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $443K | Hold |
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|
2021
Q4 | $463K | Buy |
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|
2021
Q2 | $403K | Hold |
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|
2021
Q1 | $403K | Hold |
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|
2020
Q4 | $403K | Hold |
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|
2020
Q3 | $403K | Hold |
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|
2020
Q2 | $403K | Hold |
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|
2020
Q1 | $403K | Hold |
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|
2019
Q4 | $403K | Hold |
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|
2019
Q3 | $403K | Hold |
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|
2019
Q2 | $403K | Hold |
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|
2019
Q1 | $403K | Buy |
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|
2018
Q4 | $14K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5K | Buy |
|