Global Retirement Partners’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 | $47.2K | Hold |
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|
2025
Q2 | $44.4K | Buy |
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|
2024
Q4 | $42.1K | Hold |
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|
2024
Q3 | $42.1K | Hold |
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|
2024
Q2 | $39.2K | Hold |
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|
2024
Q1 | $40.1K | Sell |
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|
2023
Q4 | $52.6K | Sell |
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|
2023
Q3 | $122K | Buy |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $97.1K | Buy |
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|
2022
Q4 | $98.9K | Buy |
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|
2022
Q3 | $99K | Sell |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $43K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $30K | Hold |
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|
2021
Q2 | $30K | Hold |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $25K | Sell |
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|
2020
Q3 | $117K | Sell |
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|
2020
Q2 | $146K | Hold |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $160K | Hold |
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|
2019
Q3 | $149K | Buy |
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|
2019
Q2 | $126K | Buy |
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|
2019
Q1 | $36K | Hold |
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|
2018
Q4 | $32K | Buy |
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