Cyndeo Wealth Partners’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History

Cyndeo Wealth Partners’s Portfolio FEX Stock Details FEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$567K	Hold
2025 Q1	$528K	Hold
2024 Q4	$538K	Hold
2024 Q3	$537K	Hold
2024 Q2	$500K	Hold
2024 Q1	$511K	Hold
2023 Q4	$465K	Hold
2023 Q3	$418K	Hold
2023 Q2	$433K	Buy