Golden State 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
Q3 | $1.55M | Sell |
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|
2025
Q2 | $1.56M | Sell |
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|
2025
Q1 | $1.5M | Sell |
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|
2024
Q4 | $1.57M | Buy |
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|
2022
Q1 | $816K | Hold |
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|
2021
Q4 | $854K | Hold |
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|
2021
Q3 | $789K | Hold |
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|
2021
Q2 | $794K | Hold |
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|
2021
Q1 | $740K | Hold |
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|
2020
Q4 | $679K | Sell |
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|
2020
Q3 | $629K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $609K | Sell |
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|
2019
Q2 | $663K | Sell |
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|
2019
Q1 | $664K | Buy |
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