ForthRight Wealth Management’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
Q2 | $314K | Sell |
|
|||||
|
2025
Q1 | $318K | Hold |
|
|||||
|
2024
Q4 | $324K | Sell |
|
|||||
|
2024
Q3 | $340K | Sell |
|
|||||
|
2024
Q2 | $695K | Hold |
|
|||||
|
2024
Q1 | $711K | Hold |
|
|||||
|
2023
Q4 | $646K | Hold |
|
|||||
|
2023
Q3 | $581K | Sell |
|
|||||
|
2023
Q2 | $636K | Hold |
|
|||||
|
2023
Q1 | $609K | Hold |
|
|||||
|
2022
Q4 | $606K | Sell |
|
|||||
|
2022
Q3 | $551K | Hold |
|
|||||
|
2022
Q2 | $580K | Hold |
|
|||||
|
2022
Q1 | $673K | Hold |
|
|||||
|
2021
Q4 | $704K | Hold |
|
|||||
|
2021
Q3 | $651K | Hold |
|
|||||
|
2021
Q2 | $655K | Hold |
|
|||||
|
2021
Q1 | $611K | Sell |
|
|||||
|
2020
Q4 | $1.26M | Buy |
|