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Confluence Wealth Services’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Confluence Wealth Services’s Portfolio FEX Stock Details FEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,300
Closed -$120K – 542
2021
Q4 		$120K Buy
+1,300
New +$120K 0.04% 297