Daymark Wealth Partners’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 | $569K | Hold |
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|
2025
Q2 | $536K | Hold |
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|
2025
Q1 | $499K | Sell |
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|
2024
Q4 | $516K | Sell |
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|
2024
Q3 | $525K | Hold |
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|
2024
Q2 | $489K | Hold |
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|
2024
Q1 | $500K | Hold |
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|
2023
Q4 | $455K | Buy |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $407K | Hold |
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|
2022
Q4 | $405K | Buy |
|