HWA
HHM Wealth Advisors’s First Trust Large Cap Core AlphaDEX Fund FEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Hold |
2,000
| – | – | 0.03% | 187 |
|
|
2025
Q1 | $205K | Hold |
2,000
| – | – | 0.03% | 179 |
|
|
2024
Q4 | $209K | Hold |
2,000
| – | – | 0.03% | 181 |
|
|
2024
Q3 | $208K | Hold |
2,000
| – | – | 0.03% | 163 |
|
|
2024
Q2 | $194K | Hold |
2,000
| – | – | 0.03% | 174 |
|
|
2024
Q1 | $198K | Hold |
2,000
| – | – | 0.03% | 148 |
|
|
2023
Q4 | $180K | Hold |
2,000
| – | – | 0.03% | 148 |
|
|
2023
Q3 | $162K | Hold |
2,000
| – | – | 0.03% | 145 |
|
|
2023
Q2 | $168K | Hold |
2,000
| – | – | 0.03% | 150 |
|
|
2023
Q1 | $161K | Hold |
2,000
| – | – | 0.03% | 148 |
|
|
2022
Q4 | $160K | Hold |
2,000
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $144K | Hold |
2,000
| – | – | 0.04% | 131 |
|
|
2022
Q2 | $152K | Hold |
2,000
| – | – | 0.04% | 151 |
|
|
2022
Q1 | $177K | Hold |
2,000
| – | – | 0.04% | 154 |
|
|
2021
Q4 | $185K | Hold |
2,000
| – | – | 0.04% | 144 |
|
|
2021
Q3 | $171K | Hold |
2,000
| – | – | 0.05% | 142 |
|
|
2021
Q2 | $172K | Hold |
2,000
| – | – | 0.05% | 152 |
|
|
2021
Q1 | $160K | Hold |
2,000
| – | – | 0.05% | 139 |
|
|
2020
Q4 | $147K | Hold |
2,000
| – | – | 0.05% | 128 |
|
|
2020
Q3 | $126K | Hold |
2,000
| – | – | 0.05% | 127 |
|
|
2020
Q2 | $119K | Hold |
2,000
| – | – | 0.05% | 117 |
|
|
2020
Q1 | $95K | Buy |
+2,000
| New | +$95K | 0.05% | 122 |
|