GHP Investment 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
Q2 | $41.3K | Sell |
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|
2025
Q1 | $64.5K | Buy |
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|
2024
Q4 | $65.5K | Buy |
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|
2024
Q3 | $65.1K | Buy |
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|
2024
Q2 | $60.4K | Sell |
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|
2024
Q1 | $71.9K | Buy |
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|
2023
Q4 | $65.2K | Hold |
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|
2023
Q3 | $58.3K | Sell |
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|
2023
Q2 | $112K | Hold |
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|
2023
Q1 | $106K | Hold |
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|
2022
Q4 | $106K | Hold |
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|
2022
Q3 | $95K | Hold |
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|
2022
Q2 | $100K | Sell |
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|
2022
Q1 | $376K | Sell |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $297K | Hold |
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|
2021
Q2 | $299K | Hold |
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|
2021
Q1 | $279K | Buy |
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