Cyndeo Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Hold |
5,154
| – | – | 0.03% | 291 |
|
|
2025
Q1 | $528K | Hold |
5,154
| – | – | 0.03% | 288 |
|
|
2024
Q4 | $538K | Hold |
5,154
| – | – | 0.04% | 286 |
|
|
2024
Q3 | $537K | Hold |
5,154
| – | – | 0.04% | 287 |
|
|
2024
Q2 | $500K | Hold |
5,154
| – | – | 0.04% | 282 |
|
|
2024
Q1 | $511K | Hold |
5,154
| – | – | 0.04% | 261 |
|
|
2023
Q4 | $465K | Hold |
5,154
| – | – | 0.04% | 257 |
|
|
2023
Q3 | $418K | Hold |
5,154
| – | – | 0.04% | 236 |
|
|
2023
Q2 | $433K | Buy |
+5,154
| New | +$433K | 0.05% | 226 |
|