Great Valley Advisor Group’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 | $7.33M | Sell |
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|
2025
Q2 | $6.9M | Sell |
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|
2025
Q1 | $6.5M | Sell |
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|
2024
Q4 | $6.78M | Sell |
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|
2024
Q3 | $6.93M | Sell |
|
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|
2024
Q2 | $6.48M | Sell |
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|
2024
Q1 | $6.65M | Sell |
|
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|
2023
Q4 | $6.16M | Sell |
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|
2023
Q3 | $5.74M | Sell |
|
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|
2023
Q2 | $6.16M | Sell |
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|
2023
Q1 | $35.3M | Sell |
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|
2022
Q4 | $36.2M | Sell |
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|
2022
Q3 | $32.7M | Buy |
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|
2022
Q2 | $32.3M | Buy |
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|
2022
Q1 | $5.72M | Sell |
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|
2021
Q4 | $5.47M | Hold |
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|
2021
Q3 | $5.43M | Sell |
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|
2021
Q2 | $5.61M | Buy |
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|
2021
Q1 | $5.14M | Sell |
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|
2020
Q4 | $4.72M | Sell |
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|
2020
Q3 | $4.16M | Buy |
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|
2020
Q2 | $3.67M | Buy |
|