DHJJ Financial Advisors’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 | $263K | Sell |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $257K | Hold |
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|
2024
Q3 | $257K | Hold |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $292K | Sell |
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|
2023
Q1 | $294K | Hold |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $324K | Sell |
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|
2022
Q1 | $398K | Sell |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $453K | Sell |
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|
2021
Q2 | $499K | Sell |
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|
2021
Q1 | $518K | Sell |
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|
2020
Q4 | $509K | Buy |
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