HB 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 | $406K | Hold |
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|
2025
Q2 | $382K | Sell |
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|
2025
Q1 | $396K | Sell |
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|
2024
Q4 | $664K | Hold |
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|
2024
Q3 | $663K | Hold |
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|
2024
Q2 | $617K | Sell |
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|
2024
Q1 | $691K | Hold |
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|
2023
Q4 | $627K | Sell |
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|
2023
Q3 | $831K | Hold |
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|
2023
Q2 | $861K | Hold |
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|
2023
Q1 | $825K | Hold |
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|
2022
Q4 | $820K | Hold |
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|
2022
Q3 | $740K | Hold |
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|
2022
Q2 | $779K | Hold |
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|
2022
Q1 | $904K | Hold |
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|
2021
Q4 | $946K | Buy |
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