Fortis Capital 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 | $467K | Hold |
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|
2025
Q2 | $440K | Hold |
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|
2025
Q1 | $410K | Hold |
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|
2024
Q4 | $410K | Hold |
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|
2024
Q3 | $417K | Hold |
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|
2024
Q2 | $388K | Hold |
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|
2024
Q1 | $397K | Hold |
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|
2023
Q4 | $361K | Hold |
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|
2023
Q3 | $324K | Hold |
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|
2023
Q2 | $336K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $320K | Buy |
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