Financial Partners Group (Kansas)’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 | $326K | Buy |
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|
2025
Q2 | $306K | Buy |
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|
2025
Q1 | $285K | Buy |
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|
2024
Q4 | $290K | Buy |
|
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|
2024
Q3 | $289K | Buy |
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|
2024
Q2 | $269K | Buy |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $241K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $232K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $218K | Buy |
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|
2020
Q4 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $209K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $910K | Sell |
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|
2018
Q2 | $975K | Buy |
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|
2018
Q1 | $960K | Hold |
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|
2017
Q4 | $963K | Buy |
|