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Concurrent Investment Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Concurrent Investment Advisors’s Portfolio FEX Stock Details FEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$251K Buy
2,286
+300
+15% +$33K ﹤0.01% 1147
2025
Q1 		$203K Hold
1,986
– – ﹤0.01% 1110
2024
Q4 		$207K Hold
1,986
– – 0.01% 964
2024
Q3 		$207K Buy
+1,986
New +$207K 0.01% 925